AWM
KREF

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

Avior 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
2025
Q1 		– Sell
-625
Closed -$6.31K – 1611
2024
Q4 		$6.31K Buy
625
+229
+58% +$2.62K ﹤0.01% 1781
2024
Q3 		$4.89K Buy
+396
New +$4.43K ﹤0.01% 1786
2024
Q2 		– Sell
-37
Closed -$372 – 3035
2024
Q1 		$372 Buy
+37
New +$406 ﹤0.01% 2655

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's KREF Position: Q1 2025 in Review

Avior Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q1 2025, closing a stake of 625 shares — an estimated $6.31K sold.

Avior Wealth Management first reported a position in KREF in Q1 2024 and held it in 3 quarters. The position peaked at $6.31K in Q4 2024. 178 funds tracked by Wall St. Rank hold KREF as of Q1 2025.

  • Avior Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 625 KKR Real Estate Finance Trust shares in Q1 2025, an estimated $6.31K.
  • Avior Wealth Management first reported a position in KKR Real Estate Finance Trust in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's KKR Real Estate Finance Trust position peaked at $6.31K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.