WI
KREF

Westbourne Investments’s KKR Real Estate Finance Trust KREF Stock Holding History

Westbourne Investments’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 		$123K Hold
18,000
– – 0.05% 146
2026
Q1 		$110K Sell
18,000
-25,900
-59% -$189K 0.05% 138
2025
Q4 		$361K Buy
43,900
+25,900
+144% +$219K 0.17% 105
2025
Q3 		$147K Buy
18,000
+3,000
+20% +$27.9K 0.07% 127
2025
Q2 		$132K Sell
15,000
-21,600
-59% -$199K 0.07% 136
2025
Q1 		$395K Buy
+36,600
New +$394K 0.24% 87

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

Westbourne Investments's KREF Position: Q2 2026 in Review

Westbourne Investments held its KKR Real Estate Finance Trust (KREF) position steady in Q2 2026 at 18,000 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #146.

Westbourne Investments first reported a position in KREF in Q1 2025 and has held it in 6 quarters since. The position peaked at $395K in Q1 2025. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Westbourne Investments held 18,000 shares of KKR Real Estate Finance Trust worth $123K as of Q2 2026.
  • Westbourne Investments left its KKR Real Estate Finance Trust share count unchanged in Q2 2026.
  • KKR Real Estate Finance Trust made up 0.05% of Westbourne Investments's portfolio in Q2 2026, its #146 holding.
  • Westbourne Investments first reported a position in KKR Real Estate Finance Trust in Q1 2025 and has held it in 6 quarters since.
  • Westbourne Investments's KKR Real Estate Finance Trust position peaked at $395K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.