JFS WEALTH ADVISORS, LLC KREF β€” KKR REAL ESTATE FIN TR INC

Ownership history in JFS WEALTH ADVISORS, LLC  Β·  1 quarter on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported KKR REAL ESTATE FIN TR INC (KREF) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows KREF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KREF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFS WEALTH ADVISORS, LLC's position in KKR REAL ESTATE FIN TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KREF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JFS WEALTH ADVISORS, LLC held KREF β€” position size vs. price
% of Fund (quarterly)    KREF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 55 β€” β€” 0.00% $382 2026-07-10 $7.36

🏒 Other funds also holding KREF

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% Allied Private Wealth LLC 0.0% GAMMA Investing LLC 0.0%

FAQ About JFS WEALTH ADVISORS, LLC and KREF

These are the practical questions this page is built to answer before you even open the full history table.

How long has JFS WEALTH ADVISORS, LLC reported owning KREF?

JFS WEALTH ADVISORS, LLC reported KREF across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported KREF position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KREF was 0.00% in 2026 Q2.

What is the latest reported KREF position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 55 shares, equal to 0.00% of portfolio, with an estimated market value of $382.

What does the chart on this KREF ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly KREF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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