SIA
KREF

Soltis Investment Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Soltis Investment 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 		– Sell
-12,689
Closed -$77.7K – 674
2026
Q1 		$77.7K Sell
12,689
-15,672
-55% -$115K ﹤0.01% 567
2025
Q4 		$233K Sell
28,361
-20,091
-41% -$170K 0.02% 463
2025
Q3 		$436K Buy
+48,452
New +$450K 0.03% 320

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

Soltis Investment Advisors's KREF Position: Q2 2026 in Review

Soltis Investment Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q2 2026, closing a stake of 12,689 shares — an estimated $77.7K sold.

Soltis Investment Advisors first reported a position in KREF in Q3 2025 and held it in 3 quarters. The position peaked at $436K in Q3 2025. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Soltis Investment Advisors reported no remaining KKR Real Estate Finance Trust position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 12,689 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $77.7K.
  • Soltis Investment Advisors first reported a position in KKR Real Estate Finance Trust in Q3 2025 and held it in 3 quarters.
  • Soltis Investment Advisors's KKR Real Estate Finance Trust position peaked at $436K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.