Physician Wealth Advisors
KREF icon

Physician Wealth Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Physician Wealth Advisors’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$677 Hold
109
– – ﹤0.01% 2091
2026
Q2 		$746 Buy
+109
New +$721 ﹤0.01% 1934

Other funds holding KREF

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Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Physician Wealth Advisors's KREF Position: Q3 2026 in Review

Physician Wealth Advisors held its KKR Real Estate Finance Trust (KREF) position steady in Q3 2026 at 109 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Physician Wealth Advisors first reported a position in KREF in Q2 2026 and has held it in 2 quarters since. The position peaked at $746 in Q2 2026. 14 funds tracked by Wall St. Rank hold KREF as of Q3 2026.

  • Physician Wealth Advisors held 109 shares of KKR Real Estate Finance Trust worth $677 as of Q3 2026.
  • Physician Wealth Advisors left its KKR Real Estate Finance Trust share count unchanged in Q3 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2091 holding.
  • Physician Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's KKR Real Estate Finance Trust position peaked at $746 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.