WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in KREF — KKR Real Estate Finance Trust Inc.
CIK 1632972
PLYMOUTH, MN
Position in KREF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$186,219
+$54,801 QoQ
Shares Held
27,225
+86.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 153 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in KREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $37,620,152 across 22 REIT - Mortgage names. KREF ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
670,590 | $14,994,392 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,267,259 | $13,813,123 | |
| 3 | RITM |
Rithm Capital Corp.
|
200,176 | $1,879,652 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
108,870 | $1,783,290 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
132,917 | $1,419,553 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
34,209 | $596,947 | |
| 7 | MFA |
Mfa Financial, Inc.
|
46,188 | $447,561 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
25,638 | $434,564 |
All Filings in KREF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,219 | 27,225 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $131,418 | 14,602 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||