Stifel Financial
KREF

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

Stifel Financial’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 		$808K Buy
118,200
+27,500
+30% +$182K ﹤0.01% 2688
2026
Q1 		$555K Sell
90,700
-20,100
-18% -$147K ﹤0.01% 2817
2025
Q4 		$911K Buy
110,800
+38,339
+53% +$325K ﹤0.01% 2502
2025
Q3 		$652K Buy
72,461
+12,267
+20% +$114K ﹤0.01% 2654
2025
Q2 		$528K Sell
60,194
-214
-0.4% -$1.97K ﹤0.01% 2748
2025
Q1 		$652K Sell
60,408
-77,092
-56% -$831K ﹤0.01% 2507
2024
Q4 		$1.39M Buy
137,500
+21,387
+18% +$245K ﹤0.01% 2038
2024
Q3 		$1.43M Buy
116,113
+93,813
+421% +$1.05M ﹤0.01% 1991
2024
Q2 		$202K Buy
22,300
+645
+3% +$6.16K ﹤0.01% 3113
2024
Q1 		$218K Buy
21,655
+1,129
+6% +$12.4K ﹤0.01% 3061
2023
Q4 		$272K Sell
20,526
-1,069
-5% -$12.8K ﹤0.01% 2900
2023
Q3 		$256K Buy
21,595
+2,539
+13% +$31.3K ﹤0.01% 2870
2023
Q2 		$232K Buy
19,056
+3,298
+21% +$37.1K ﹤0.01% 2966
2023
Q1 		$179K Sell
15,758
-3,832
-20% -$53.7K ﹤0.01% 3076
2022
Q4 		$273K Sell
19,590
-4,932
-20% -$80.5K ﹤0.01% 2812
2022
Q3 		$398K Sell
24,522
-316
-1% -$5.95K ﹤0.01% 2569
2022
Q2 		$433K Sell
24,838
-4,894
-16% -$94.4K ﹤0.01% 2551
2022
Q1 		$613K Buy
29,732
+9,709
+48% +$204K ﹤0.01% 2459
2021
Q4 		$417K Buy
20,023
+9,573
+92% +$206K ﹤0.01% 2703
2021
Q3 		$220K Buy
+10,450
New +$222K ﹤0.01% 3083
2021
Q2 		– Sell
-39,300
Closed -$723K – 3350
2021
Q1 		$723K Buy
+39,300
New +$721K ﹤0.01% 2224
2020
Q3 		– Sell
-17,452
Closed -$289K – 2943
2020
Q2 		$289K Buy
17,452
+4,192
+32% +$66.3K ﹤0.01% 2390
2020
Q1 		$195K Sell
13,260
-625
-5% -$11.8K ﹤0.01% 2448
2019
Q4 		$278K Buy
13,885
+2,755
+25% +$55K ﹤0.01% 2573
2019
Q3 		$212K Sell
11,130
-11,187
-50% -$220K ﹤0.01% 2631
2019
Q2 		$436K Buy
+22,317
New +$451K ﹤0.01% 2282

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

Stifel Financial's KREF Position: Q2 2026 in Review

Stifel Financial increased its KKR Real Estate Finance Trust (KREF) stake by 30% in Q2 2026, buying an estimated $182K and bringing the position to 118,200 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Stifel Financial first reported a position in KREF in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q3 2024. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Stifel Financial held 118,200 shares of KKR Real Estate Finance Trust worth $808K as of Q2 2026.
  • Stifel Financial bought 27,500 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $182K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2688 holding.
  • Stifel Financial first reported a position in KKR Real Estate Finance Trust in Q2 2019 and has held it in 26 quarters since.
  • Stifel Financial's KKR Real Estate Finance Trust position peaked at $1.43M in Q3 2024.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.