AWA
KREF

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

Arkadios 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
2021
Q4 		– Sell
-450
Closed -$9K – 1233
2021
Q3 		$9K Buy
+450
New +$9.54K ﹤0.01% 1470

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's KREF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q4 2021, closing a stake of 450 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in KREF in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 168 funds tracked by Wall St. Rank hold KREF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining KKR Real Estate Finance Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 450 KKR Real Estate Finance Trust shares in Q4 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's KKR Real Estate Finance Trust position peaked at $9K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.