Wellington Management Group
KREF

Wellington Management Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-574,289
Closed -$4.72M – 1948
2025
Q4 		$4.72M Buy
574,289
+26,878
+5% +$228K ﹤0.01% 1421
2025
Q3 		$4.93M Buy
547,411
+11,425
+2% +$106K ﹤0.01% 1446
2025
Q2 		$4.7M Sell
535,986
-24,861
-4% -$229K ﹤0.01% 1392
2025
Q1 		$6.06M Buy
560,847
+31,097
+6% +$335K ﹤0.01% 1333
2024
Q4 		$5.35M Buy
+529,750
New +$6.07M ﹤0.01% 1336

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Wellington Management Group's KREF Position: Q1 2026 in Review

Wellington Management Group sold out of KKR Real Estate Finance Trust (KREF) in Q1 2026, closing a stake of 574,289 shares — an estimated $4.72M sold.

Wellington Management Group first reported a position in KREF in Q4 2024 and held it in 5 quarters. The position peaked at $6.06M in Q1 2025. 169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

  • Wellington Management Group reported no remaining KKR Real Estate Finance Trust position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 574,289 KKR Real Estate Finance Trust shares in Q1 2026, an estimated $4.72M.
  • Wellington Management Group first reported a position in KKR Real Estate Finance Trust in Q4 2024 and held it in 5 quarters.
  • Wellington Management Group's KKR Real Estate Finance Trust position peaked at $6.06M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.