Raymond James Financial’s KKR Real Estate Finance Trust KREF Stock Holding History

Raymond James Financial’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	$419K	Buy	61,223 +3,255	+6%	+$21.5K	﹤0.01%	4630
2026 Q1	$355K	Sell	57,968 -25,409	-30%	-$186K	﹤0.01%	4576
2025 Q4	$685K	Sell	83,377 -7,557	-8%	-$64K	﹤0.01%	4041
2025 Q3	$818K	Buy	90,934 +18,256	+25%	+$170K	﹤0.01%	3810
2025 Q2	$637K	Sell	72,678 -10,797	-13%	-$99.4K	﹤0.01%	3854
2025 Q1	$902K	Sell	83,475 -98,161	-54%	-$1.06M	﹤0.01%	3573
2024 Q4	$1.83M	Buy	+181,636	New	+$2.08M	﹤0.01%	3034

Other funds holding KREF

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Raymond James Financial's KREF Position: Q2 2026 in Review

Raymond James Financial increased its KKR Real Estate Finance Trust (KREF) stake by 5.6% in Q2 2026, buying an estimated $21.5K and bringing the position to 61,223 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #4630.

Raymond James Financial first reported a position in KREF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2024. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Raymond James Financial held 61,223 shares of KKR Real Estate Finance Trust worth $419K as of Q2 2026.
Raymond James Financial bought 3,255 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $21.5K.
KKR Real Estate Finance Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4630 holding.
Raymond James Financial first reported a position in KKR Real Estate Finance Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's KKR Real Estate Finance Trust position peaked at $1.83M in Q4 2024.
154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.