AWS
KREF

Atria Wealth Solutions’s KKR Real Estate Finance Trust KREF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$94.3K Sell
10,743
-254
-2% -$2.34K ﹤0.01% 1434
2025
Q1 		$119K Sell
10,997
-1,106
-9% -$11.9K ﹤0.01% 1785
2024
Q4 		$122K Buy
12,103
+313
+3% +$3.59K ﹤0.01% 1887
2024
Q3 		$146K Buy
11,790
+60
+0.5% +$672 ﹤0.01% 1830
2024
Q2 		$106K Buy
11,730
+134
+1% +$1.28K ﹤0.01% 1852
2024
Q1 		$117K Buy
11,596
+164
+1% +$1.8K ﹤0.01% 1879
2023
Q4 		$151K Buy
11,432
+31
+0.3% +$372 ﹤0.01% 1822
2023
Q3 		$136K Sell
11,401
-407
-3% -$5.01K ﹤0.01% 1754
2023
Q2 		$144K Buy
11,808
+181
+2% +$2.04K ﹤0.01% 1752
2023
Q1 		$137K Buy
11,627
+455
+4% +$6.38K ﹤0.01% 1726
2022
Q4 		$161K Buy
11,172
+368
+3% +$6.01K ﹤0.01% 1650
2022
Q3 		$176K Buy
10,804
+78
+0.7% +$1.47K ﹤0.01% 1577
2022
Q2 		$188K Sell
10,726
-800
-7% -$15.4K ﹤0.01% 1472
2022
Q1 		$243K Buy
+11,526
New +$242K ﹤0.01% 1448

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.19B AUM 24.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's KREF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its KKR Real Estate Finance Trust (KREF) stake by 2.3% in Q2 2025, selling an estimated $2.34K and leaving 10,743 shares worth $94.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Atria Wealth Solutions first reported a position in KREF in Q1 2022 and has held it in 14 quarters since. The position peaked at $243K in Q1 2022. 170 funds tracked by Wall St. Rank hold KREF as of Q2 2025.

  • Atria Wealth Solutions held 10,743 shares of KKR Real Estate Finance Trust worth $94.3K as of Q2 2025.
  • Atria Wealth Solutions sold 254 KKR Real Estate Finance Trust shares in Q2 2025, an estimated $2.34K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1434 holding.
  • Atria Wealth Solutions first reported a position in KKR Real Estate Finance Trust in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's KKR Real Estate Finance Trust position peaked at $243K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.