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

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

Root Financial Partners's KREF Position: Q2 2026 in Review

Root Financial Partners sold out of KKR Real Estate Finance Trust (KREF) in Q2 2026, closing a stake of 303 shares — an estimated $1.85K sold.

Root Financial Partners first reported a position in KREF in Q1 2026 and held it in 1 quarter. The position peaked at $1.85K in Q1 2026. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Root Financial Partners reported no remaining KKR Real Estate Finance Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 303 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $1.85K.
  • Root Financial Partners first reported a position in KKR Real Estate Finance Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's KKR Real Estate Finance Trust position peaked at $1.85K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.