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 Q3	$677	Sell	109 -21	-16%	-$152	﹤0.01%	2051
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

True Wealth Design's KREF Position: Q3 2026 in Review

True Wealth Design reduced its KKR Real Estate Finance Trust (KREF) stake by 16% in Q3 2026, selling an estimated $152 and leaving 109 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

True Wealth Design first reported a position in KREF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.86K in Q3 2025. 10 funds tracked by Wall St. Rank hold KREF as of Q3 2026.

True Wealth Design held 109 shares of KKR Real Estate Finance Trust worth $677 as of Q3 2026.
True Wealth Design sold 21 KKR Real Estate Finance Trust shares in Q3 2026, an estimated $152.
KKR Real Estate Finance Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2051 holding.
True Wealth Design first reported a position in KKR Real Estate Finance Trust in Q1 2025 and has held it in 5 quarters since.
True Wealth Design's KKR Real Estate Finance Trust position peaked at $1.86K in Q3 2025.
10 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.