Creative Planning
Position in KREF — KKR Real Estate Finance Trust Inc.
CIK 1540235
OVERLAND PARK, KS
Position in KREF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$169,543
+$94,420 QoQ
Shares Held
24,787
+101.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 153 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. KREF ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
381,039 | $4,153,324 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,873 | $3,306,440 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
146,168 | $2,394,231 | |
| 4 | RITM |
Rithm Capital Corp.
|
144,795 | $1,359,624 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
138,622 | $966,194 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
33,115 | $577,856 | |
| 7 | RC |
Ready Capital Corp
|
287,241 | $502,671 | |
| 8 | DX |
Dynex Capital Inc
|
33,859 | $443,891 |
All Filings in KREF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,543 | 24,787 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $75,123 | 12,275 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $165,069 | 18,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $107,660 | 12,276 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $223,959 | 20,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $220,422 | 21,824 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $265,821 | 21,524 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $142,220 | 15,715 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $229,106 | 22,774 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $609,783 | 46,091 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $862,307 | 72,646 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $324,646 | 26,676 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $245,648 | 21,567 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||