KELLEHER FINANCIAL ADVISORS
Position in KREF — KKR Real Estate Finance Trust Inc.
CIK 1507971
NEW YORK, NY
Position in KREF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$96,620
+$54,503 QoQ
Shares Held
14,126
+105.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#93
of 153 holders
Holding Since
Jun 2021
9 quarters on record
Common Shares in KREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $348,745 across 2 REIT - Mortgage names. KREF ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
10,085 | $252,125 | |
| 2 | KREF |
KKR Real Estate Finance Trust Inc.
This page
|
14,126 | $96,620 |
All Filings in KREF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,620 | 14,126 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $42,117 | 6,882 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $55,394 | 6,739 | Shares | Sole | 2026-01-20 | |
| 2022-09-30 | $282,490 | 17,384 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,687 | 17,346 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $331,305 | 16,075 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $334,425 | 16,055 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $452,806 | 21,460 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $351,595 | 16,255 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||