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 $5.35B 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return