Wealth Enhancement Advisory Services
KREF

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
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

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

Wealth Enhancement Advisory Services's KREF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 27,225 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #3584 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in KREF as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in KREF in Q3 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,225 shares of KKR Real Estate Finance Trust worth $200K as of Q2 2026.
  • KKR Real Estate Finance Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3584 holding.
  • Wealth Enhancement Advisory Services first reported a position in KKR Real Estate Finance Trust in Q3 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.