RIL
KREF

Rothschild Investment LLC’s KKR Real Estate Finance Trust KREF Stock Holding History

Rothschild Investment LLC’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 		$4.46K Buy
652
+312
+92% +$2.06K ﹤0.01% 2343
2026
Q1 		$2.08K Buy
340
+242
+247% +$1.77K ﹤0.01% 2547
2025
Q4 		$806 Sell
98
-115
-54% -$973 ﹤0.01% 2750
2025
Q3 		$1.92K Buy
213
+3
+1% +$28 ﹤0.01% 2255
2025
Q2 		$1.84K Buy
210
+55
+35% +$506 ﹤0.01% 2141
2025
Q1 		$1.67K Buy
155
+40
+35% +$431 ﹤0.01% 2010
2024
Q4 		$1.16K Buy
115
+40
+53% +$458 ﹤0.01% 2121
2024
Q3 		$926 Buy
75
+25
+50% +$280 ﹤0.01% 2222
2024
Q2 		$453 Buy
50
+40
+400% +$382 ﹤0.01% 2082
2024
Q1 		$101 Buy
+10
New +$110 ﹤0.01% 2206

Other funds holding KREF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Rothschild Investment LLC's KREF Position: Q2 2026 in Review

Rothschild Investment LLC increased its KKR Real Estate Finance Trust (KREF) stake by 92% in Q2 2026, buying an estimated $2.06K and bringing the position to 652 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Rothschild Investment LLC first reported a position in KREF in Q1 2024 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Rothschild Investment LLC held 652 shares of KKR Real Estate Finance Trust worth $4.46K as of Q2 2026.
  • Rothschild Investment LLC bought 312 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $2.06K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2343 holding.
  • Rothschild Investment LLC first reported a position in KKR Real Estate Finance Trust in Q1 2024 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.