AWA
KREF

Arete Wealth Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-75,500
Closed -$683K – 770
2024
Q2 		$683K Buy
75,500
+5,632
+8% +$53.8K 0.06% 322
2024
Q1 		$703K Buy
69,868
+9,234
+15% +$101K 0.07% 258
2023
Q4 		$802K Buy
60,634
+6,112
+11% +$73.3K 0.06% 298
2023
Q3 		$647K Buy
54,522
+10
+0% +$123 0.11% 195
2023
Q2 		$663K Buy
54,512
+9,212
+20% +$104K 0.06% 301
2023
Q1 		$516K Buy
+45,300
New +$635K 0.04% 339

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's KREF Position: Q3 2024 in Review

Arete Wealth Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q3 2024, closing a stake of 75,500 shares — an estimated $683K sold.

Arete Wealth Advisors first reported a position in KREF in Q1 2023 and held it in 6 quarters. The position peaked at $802K in Q4 2023. 172 funds tracked by Wall St. Rank hold KREF as of Q3 2024.

  • Arete Wealth Advisors reported no remaining KKR Real Estate Finance Trust position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 75,500 KKR Real Estate Finance Trust shares in Q3 2024, an estimated $683K.
  • Arete Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q1 2023 and held it in 6 quarters.
  • Arete Wealth Advisors's KKR Real Estate Finance Trust position peaked at $802K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.