Steward Partners Investment Advisory’s KKR Real Estate Finance Trust KREF Stock Holding History

Steward Partners Investment Advisory’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	$156K	Buy	+22,862	New	+$151K	﹤0.01%	2357
2025 Q4	–	Sell	-1,476	Closed	-$13.3K	–	4402
2025 Q3	$13.3K	Sell	1,476 -293,035	-99%	-$2.72M	﹤0.01%	3279
2025 Q2	$2.58M	Buy	294,511 +18,135	+7%	+$167K	0.02%	628
2025 Q1	$2.98M	Buy	+276,376	New	+$2.98M	0.03%	532
2023 Q1	–	Sell	-639	Closed	-$8.92K	–	3372
2022 Q4	$8.92K	Buy	639 +50	+8%	+$816	﹤0.01%	2577
2022 Q3	$10K	Sell	589 -166	-22%	-$3.13K	﹤0.01%	2539
2022 Q2	$13K	Sell	755 -1,365	-64%	-$26.3K	﹤0.01%	2417
2022 Q1	$44K	Buy	2,120 +1,500	+242%	+$31.5K	﹤0.01%	1976
2021 Q4	$13K	Sell	620 -641	-51%	-$13.8K	﹤0.01%	2503
2021 Q3	$27K	Hold	1,261	–	–	﹤0.01%	2191
2021 Q2	$27K	Sell	1,261 -750	-37%	-$15.7K	﹤0.01%	4451
2021 Q1	$37K	Buy	2,011 +1,911	+1,911%	+$35K	﹤0.01%	2148
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	2714
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	2581
2020 Q2	$2K	Buy	+100	New	+$1.58K	﹤0.01%	2478

Other funds holding KREF

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steward Partners Investment Advisory's KREF Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 22,862 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #2357 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in KREF as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in KREF in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2025. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Steward Partners Investment Advisory held 22,862 shares of KKR Real Estate Finance Trust worth $156K as of Q2 2026.
KKR Real Estate Finance Trust was a new Steward Partners Investment Advisory position in Q2 2026.
KKR Real Estate Finance Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2357 holding.
Steward Partners Investment Advisory first reported a position in KKR Real Estate Finance Trust in Q2 2020 and has held it in 15 quarters since.
Steward Partners Investment Advisory's KKR Real Estate Finance Trust position peaked at $2.98M in Q1 2025.
155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.