TWD
KREF

True Wealth Design’s KKR Real Estate Finance Trust KREF Stock Holding History

True Wealth Design’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 		$890 Buy
+130
New +$860 ﹤0.01% 2029
2025
Q4 		– Sell
-207
Closed -$1.86K – 2699
2025
Q3 		$1.86K Buy
207
+194
+1,492% +$1.8K ﹤0.01% 1490
2025
Q2 		$115 Sell
13
-1
-7% -$9 ﹤0.01% 2205
2025
Q1 		$152 Buy
+14
New +$151 ﹤0.01% 2058

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

True Wealth Design's KREF Position: Q2 2026 in Review

True Wealth Design opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 130 shares worth $890. The stake represents ﹤0.01% of the portfolio and ranks #2029 among its holdings. This is a return to the name: True Wealth Design previously reported a position in KREF as recently as Q3 2025.

True Wealth Design first reported a position in KREF in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.86K in Q3 2025. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • True Wealth Design held 130 shares of KKR Real Estate Finance Trust worth $890 as of Q2 2026.
  • KKR Real Estate Finance Trust was a new True Wealth Design position in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2029 holding.
  • True Wealth Design first reported a position in KKR Real Estate Finance Trust in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's KKR Real Estate Finance Trust position peaked at $1.86K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.