AWM
KREF

AE Wealth Management’s KKR Real Estate Finance Trust KREF Stock Holding History

AE Wealth Management’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,345
Closed -$276K – 1617
2023
Q4 		$276K Buy
+21,345
New +$256K ﹤0.01% 1752
2022
Q3 		– Sell
-37,919
Closed -$662K – 1815
2022
Q2 		$662K Buy
37,919
+2,617
+7% +$50.5K 0.01% 1061
2022
Q1 		$728K Buy
35,302
+3,123
+10% +$65.6K 0.01% 1054
2021
Q4 		$670K Buy
32,179
+1,995
+7% +$43K ﹤0.01% 1136
2021
Q3 		$637K Buy
30,184
+1,741
+6% +$36.9K 0.01% 1057
2021
Q2 		$615K Buy
28,443
+4,941
+21% +$103K 0.01% 1062
2021
Q1 		$432K Buy
23,502
+10,751
+84% +$197K ﹤0.01% 1088
2020
Q4 		$228K Buy
12,751
+2,467
+24% +$43.6K ﹤0.01% 1237
2020
Q3 		$170K Sell
10,284
-13,216
-56% -$227K ﹤0.01% 1189
2020
Q2 		$390K Buy
23,500
+12,189
+108% +$193K 0.01% 950
2020
Q1 		$170K Buy
+11,311
New +$214K ﹤0.01% 1018

Other funds holding KREF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's KREF Position: Q1 2024 in Review

AE Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q1 2024, closing a stake of 21,345 shares — an estimated $276K sold.

AE Wealth Management first reported a position in KREF in Q1 2020 and held it in 11 quarters. The position peaked at $728K in Q1 2022. 155 funds tracked by Wall St. Rank hold KREF as of Q1 2024.

  • AE Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 21,345 KKR Real Estate Finance Trust shares in Q1 2024, an estimated $276K.
  • AE Wealth Management first reported a position in KKR Real Estate Finance Trust in Q1 2020 and held it in 11 quarters.
  • AE Wealth Management's KKR Real Estate Finance Trust position peaked at $728K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.