Allworth Financial LP

Position in KREF — KKR Real Estate Finance Trust Inc.

CIK 1555170 FOLSOM, CA

Position in KREF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$54,289

+$22,355 QoQ

Shares Held

7,937

+52.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#104

of 153 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Allworth Financial LP holds $5,241,203 across 35 REIT - Mortgage names. KREF ranks #15 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	104,574	$1,139,856
2	NLY	Annaly Capital Management Inc	43,076	$963,179
3	BXMT	Blackstone Mortgage Trust, Inc.	45,075	$764,021
4	DX	Dynex Capital Inc	55,923	$733,150
5	RITM	Rithm Capital Corp.	33,138	$311,165
6	ADAM	Adamas Trust, Inc.	24,563	$230,400
7	FBRT	Franklin BSP Realty Trust, Inc.	25,324	$206,137
8	ARR	Armour Residential REIT, Inc.	7,593	$132,497

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,289	7,937	+52.1%	Shares	Sole	2026-08-11
2026-03-31	$31,934	5,218	+23.3%	Shares	Sole	2026-05-15
2025-12-31	$34,787	4,232	-9.4%	Shares	Sole	2026-02-05
2025-09-30	$42,021	4,669	+7.0%	Shares	Sole	2025-12-02
2025-06-30	$38,281	4,365	+3904.6%	Shares	Sole	2025-08-07
2025-03-31	$1,177	109	-55.3%	Shares	Sole	2025-04-30
2024-12-31	$2,464	244	+55.4%	Shares	Sole	2025-01-30
2024-09-30	$1,938	157	+63.5%	Shares	Sole	2024-10-23
2024-06-30	$868	96	-92.6%	Shares	Sole	2024-07-24
2024-03-31	$13,088	1,301	-9.3%	Shares	Sole	2024-04-25
2023-12-31	$18,971	1,434	+592.8%	Shares	Sole	2024-01-24
2023-09-30	$2,457	207	+13.7%	Shares	Sole	2023-10-31
2023-06-30	$2,214	182	+1554.5%	Shares	Sole	2023-07-18
2023-03-31	$125	11	+57.1%	Shares	Sole	2023-04-18
2022-09-30	$113	7	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.