SFA
KREF

Sequoia Financial Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Sequoia Financial Advisors’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 		$183K Buy
+26,775
New +$177K ﹤0.01% 2007
2023
Q4 		– Sell
-15,454
Closed -$183K – 1225
2023
Q3 		$183K Buy
15,454
+606
+4% +$7.46K ﹤0.01% 874
2023
Q2 		$181K Buy
+14,848
New +$167K ﹤0.01% 873

Other funds holding KREF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sequoia Financial Advisors's KREF Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 26,775 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #2007 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in KREF as recently as Q3 2023.

Sequoia Financial Advisors first reported a position in KREF in Q2 2023 and has held it in 3 quarters since. The position peaked at $183K in Q3 2023. 9 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Sequoia Financial Advisors held 26,775 shares of KKR Real Estate Finance Trust worth $183K as of Q2 2026.
  • KKR Real Estate Finance Trust was a new Sequoia Financial Advisors position in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2007 holding.
  • Sequoia Financial Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2023 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's KKR Real Estate Finance Trust position peaked at $183K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.