Wealth Enhancement Advisory Services
KREF icon

Wealth Enhancement Advisory Services’s KKR Real Estate Finance Trust KREF Stock Holding History

Wealth Enhancement Advisory Services’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 		$223K Buy
35,062
+7,837
+29% +$56.7K ﹤0.01% 3639
2026
Q2 		$200K Buy
+27,225
New +$180K ﹤0.01% 3584
2025
Q4 		– Sell
-14,602
Closed -$126K – 3735
2025
Q3 		$126K Buy
+14,602
New +$136K ﹤0.01% 3278

Other funds holding KREF

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Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's KREF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its KKR Real Estate Finance Trust (KREF) stake by 29% in Q3 2026, buying an estimated $56.7K and bringing the position to 35,062 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Wealth Enhancement Advisory Services first reported a position in KREF in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold KREF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 35,062 shares of KKR Real Estate Finance Trust worth $223K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,837 KKR Real Estate Finance Trust shares in Q3 2026, an estimated $56.7K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3639 holding.
  • Wealth Enhancement Advisory Services first reported a position in KKR Real Estate Finance Trust in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.