RFP
KREF

Root Financial Partners’s KKR Real Estate Finance Trust KREF Stock Holding History

Root Financial Partners’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
Q1 		$1.85K Buy
+303
New +$2.21K ﹤0.01% 2348

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Root Financial Partners's KREF Position: Q1 2026 in Review

Root Financial Partners opened a new position in KKR Real Estate Finance Trust (KREF) in Q1 2026: 303 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #2348 among its holdings.

169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

  • Root Financial Partners held 303 shares of KKR Real Estate Finance Trust worth $1.85K as of Q1 2026.
  • KKR Real Estate Finance Trust was a new Root Financial Partners position in Q1 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2348 holding.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.