EverSource Wealth Advisors, LLC
Position in KREF — KKR Real Estate Finance Trust Inc.
CIK 1710537
BIRMINGHAM, AL
Position in KREF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,049
+$26,233 QoQ
Shares Held
4,101
+1280.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 153 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. KREF ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
7,101 | $158,775 | |
| 2 | AGNC |
AGNC Investment Corp.
|
12,944 | $141,086 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
20,866 | $113,718 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
9,323 | $99,566 | |
| 5 | DX |
Dynex Capital Inc
|
6,348 | $83,219 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
3,566 | $58,408 | |
| 7 | RITM |
Rithm Capital Corp.
|
4,284 | $40,224 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
2,253 | $39,314 |
All Filings in KREF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,049 | 4,101 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,816 | 297 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,030 | 1,342 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,051 | 3,339 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,402 | 4,151 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,324 | 493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,201 | 515 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,508 | 446 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,036 | 446 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $10,200 | 771 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,463 | 1,050 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,778 | 1,050 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,644 | 320 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $2,258 | 139 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,361 | 78 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,607 | 78 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,624 | 78 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||