SI
KREF

Stephens Inc’s KKR Real Estate Finance Trust KREF Stock Holding History

Stephens Inc’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
-64,411
Closed -$394K – 1368
2026
Q1 		$394K Sell
64,411
-54,828
-46% -$401K ﹤0.01% 936
2025
Q4 		$980K Sell
119,239
-148,419
-55% -$1.26M 0.01% 637
2025
Q3 		$2.41M Sell
267,658
-176,200
-40% -$1.64M 0.03% 450
2025
Q2 		$3.89M Sell
443,858
-29,769
-6% -$274K 0.05% 322
2025
Q1 		$5.12M Sell
473,627
-92,408
-16% -$996K 0.08% 270
2024
Q4 		$5.72M Sell
566,035
-71,248
-11% -$817K 0.08% 244
2024
Q3 		$7.87M Sell
637,283
-8,595
-1% -$96.2K 0.11% 192
2024
Q2 		$5.85M Buy
645,878
+6,414
+1% +$61.3K 0.09% 231
2024
Q1 		$6.43M Sell
639,464
-40,902
-6% -$449K 0.1% 218
2023
Q4 		$9M Sell
680,366
-64,055
-9% -$768K 0.16% 158
2023
Q3 		$8.84M Sell
744,421
-192,347
-21% -$2.37M 0.17% 136
2023
Q2 		$11.4M Sell
936,768
-112,223
-11% -$1.26M 0.21% 115
2023
Q1 		$11.9M Sell
1,048,991
-34,684
-3% -$486K 0.23% 105
2022
Q4 		$15.1M Sell
1,083,675
-7,206
-0.7% -$118K 0.31% 81
2022
Q3 		$17.7M Buy
1,090,881
+44,476
+4% +$838K 0.38% 62
2022
Q2 		$18.3M Buy
1,046,405
+105,621
+11% +$2.04M 0.37% 67
2022
Q1 		$19.4M Buy
940,784
+708,729
+305% +$14.9M 0.32% 72
2021
Q4 		$4.83M Buy
+232,055
New +$5M 0.07% 277

Other funds holding KREF

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stephens Inc's KREF Position: Q2 2026 in Review

Stephens Inc sold out of KKR Real Estate Finance Trust (KREF) in Q2 2026, closing a stake of 64,411 shares — an estimated $394K sold.

Stephens Inc first reported a position in KREF in Q4 2021 and held it in 18 quarters. The position peaked at $19.4M in Q1 2022. 101 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Stephens Inc reported no remaining KKR Real Estate Finance Trust position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 64,411 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $394K.
  • Stephens Inc first reported a position in KKR Real Estate Finance Trust in Q4 2021 and held it in 18 quarters.
  • Stephens Inc's KKR Real Estate Finance Trust position peaked at $19.4M in Q1 2022.
  • 101 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.