Wedbush Securities’s KKR Real Estate Finance Trust KREF Stock Holding History

Wedbush Securities’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	$270K	Sell	43,520 -33,645	-44%	-$243K	0.01%	1030
2026 Q2	$528K	Sell	77,165 -8,150	-10%	-$53.9K	0.01%	710
2026 Q1	$522K	Sell	85,315 -2,105	-2%	-$15.4K	0.02%	671
2025 Q4	$719K	Buy	87,420 +6,095	+7%	+$51.6K	0.02%	558
2025 Q3	$732K	Buy	81,325 +3,034	+4%	+$28.2K	0.02%	530
2025 Q2	$687K	Sell	78,291 -2,095	-3%	-$19.3K	0.02%	523
2025 Q1	$868K	Buy	80,386 +1,199	+2%	+$12.9K	0.03%	428
2024 Q4	$800K	Buy	79,187 +5,945	+8%	+$68.1K	0.03%	443
2024 Q3	$905K	Buy	73,242 +26,047	+55%	+$292K	0.03%	391
2024 Q2	$427K	Buy	+47,195	New	+$451K	0.02%	686

Other funds holding KREF

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Wedbush Securities's KREF Position: Q3 2026 in Review

Wedbush Securities reduced its KKR Real Estate Finance Trust (KREF) stake by 44% in Q3 2026, selling an estimated $243K and leaving 43,520 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1030.

Wedbush Securities first reported a position in KREF in Q2 2024 and has held it in 10 quarters since. The position peaked at $905K in Q3 2024. 19 funds tracked by Wall St. Rank hold KREF as of Q3 2026.

Wedbush Securities held 43,520 shares of KKR Real Estate Finance Trust worth $270K as of Q3 2026.
Wedbush Securities sold 33,645 KKR Real Estate Finance Trust shares in Q3 2026, an estimated $243K.
KKR Real Estate Finance Trust made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #1030 holding.
Wedbush Securities first reported a position in KKR Real Estate Finance Trust in Q2 2024 and has held it in 10 quarters since.
Wedbush Securities's KKR Real Estate Finance Trust position peaked at $905K in Q3 2024.
19 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.