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 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

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wedbush Securities's KREF Position: Q2 2026 in Review

Wedbush Securities reduced its KKR Real Estate Finance Trust (KREF) stake by 9.6% in Q2 2026, selling an estimated $53.9K and leaving 77,165 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #710.

Wedbush Securities first reported a position in KREF in Q2 2024 and has held it in 9 quarters since. The position peaked at $905K in Q3 2024. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Wedbush Securities held 77,165 shares of KKR Real Estate Finance Trust worth $528K as of Q2 2026.
Wedbush Securities sold 8,150 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $53.9K.
KKR Real Estate Finance Trust made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #710 holding.
Wedbush Securities first reported a position in KKR Real Estate Finance Trust in Q2 2024 and has held it in 9 quarters since.
Wedbush Securities's KKR Real Estate Finance Trust position peaked at $905K in Q3 2024.
155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.