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 Q2	$746	Buy	+109	New	+$721	﹤0.01%	1934

Other funds holding KREF

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Physician Wealth Advisors's KREF Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 109 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings.

14 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Physician Wealth Advisors held 109 shares of KKR Real Estate Finance Trust worth $746 as of Q2 2026.
KKR Real Estate Finance Trust was a new Physician Wealth Advisors position in Q2 2026.
KKR Real Estate Finance Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1934 holding.
14 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.