Root Financial Partners
KREF icon

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
Q3 		$3.5K Buy
+564
New +$4.08K ﹤0.01% 2369
2026
Q2 		– Sell
-303
Closed -$1.85K – 1908
2026
Q1 		$1.85K Buy
+303
New +$2.21K ﹤0.01% 2348

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Morgan Stanley
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UBS Group
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
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VanEck Associates
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Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Root Financial Partners's KREF Position: Q3 2026 in Review

Root Financial Partners opened a new position in KKR Real Estate Finance Trust (KREF) in Q3 2026: 564 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #2369 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KREF as recently as Q1 2026.

Root Financial Partners first reported a position in KREF in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold KREF as of Q3 2026.

  • Root Financial Partners held 564 shares of KKR Real Estate Finance Trust worth $3.5K as of Q3 2026.
  • KKR Real Estate Finance Trust was a new Root Financial Partners position in Q3 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2369 holding.
  • Root Financial Partners first reported a position in KKR Real Estate Finance Trust in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.