XML Financial, LLC

Position in KREF — KKR Real Estate Finance Trust Inc.

CIK 1800465 BETHESDA, MD

Position in KREF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$71,820

-$103,518 QoQ

Shares Held

10,500

-63.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#102

of 153 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

XML Financial, LLC holds $71,820 across 1 REIT - Mortgage name. KREF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KREF	KKR Real Estate Finance Trust Inc. This page	10,500	$71,820

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,820	10,500	-63.4%	Shares	Sole	2026-07-24
2026-03-31	$175,338	28,650	-21.1%	Shares	Sole	2026-04-16
2025-12-31	$298,386	36,300	+25.4%	Shares	Sole	2026-02-11
2025-09-30	$260,550	28,950	-6.3%	Shares	Sole	2025-10-20
2025-06-30	$270,993	30,900	-17.4%	Shares	Sole	2025-07-17
2025-03-31	$403,920	37,400	-1.5%	Shares	Sole	2025-04-22
2024-12-31	$383,638	37,984	-6.4%	Shares	Sole	2025-01-17
2024-09-30	$501,212	40,584	-12.3%	Shares	Sole	2024-11-01
2024-06-30	$418,852	46,282	-13.9%	Shares	Sole	2024-07-22
2024-03-31	$540,543	53,732	-19.8%	Shares	Sole	2024-05-15
2023-12-31	$886,608	67,015	-5.4%	Shares	Sole	2024-02-14
2023-09-30	$841,167	70,865	-7.5%	Shares	Sole	2023-11-06
2023-06-30	$932,404	76,615	-6.1%	Shares	Sole	2023-08-07
2023-03-31	$929,594	81,615	-6.4%	Shares	Sole	2023-05-15
2022-12-31	$1,217,521	87,215	-2.7%	Shares	Sole	2023-02-10
2022-09-30	$1,456,812	89,650	+40.7%	Shares	Sole	2022-11-04
2022-03-31	$1,312,857	63,700	+17.1%	Shares	Sole	2022-05-02
2021-12-31	$1,133,152	54,400	+10.9%	Shares	Sole	2022-02-01
2021-09-30	$1,034,955	49,050	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.