PWPS
KREF

Pinnacle Wealth Planning Services’s KKR Real Estate Finance Trust KREF Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.48K Buy
948
+52
+6% +$344 ﹤0.01% 2224
2026
Q1 		$5.48K Buy
896
+825
+1,162% +$6.03K ﹤0.01% 2236
2025
Q4 		$584 Buy
+71
New +$601 ﹤0.01% 2639
2021
Q1 		– Sell
-592
Closed -$11K – 1200
2020
Q4 		$11K Buy
+592
New +$10.5K ﹤0.01% 1355

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's KREF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its KKR Real Estate Finance Trust (KREF) stake by 5.8% in Q2 2026, buying an estimated $344 and bringing the position to 948 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Pinnacle Wealth Planning Services first reported a position in KREF in Q4 2020 and has held it in 4 quarters since. The position peaked at $11K in Q4 2020. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 948 shares of KKR Real Estate Finance Trust worth $6.48K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 52 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $344.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2224 holding.
  • Pinnacle Wealth Planning Services first reported a position in KKR Real Estate Finance Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's KKR Real Estate Finance Trust position peaked at $11K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.