Bank of Montreal
KREF

Bank of Montreal’s KKR Real Estate Finance Trust KREF Stock Holding History

Bank of Montreal’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 		– Sell
-10,337
Closed -$112K – 3642
2025
Q1 		$112K Buy
+10,337
New +$111K ﹤0.01% 2894
2022
Q2 		– Sell
-12,902
Closed -$272K – 4275
2022
Q1 		$272K Buy
12,902
+1,051
+9% +$22.1K ﹤0.01% 3247
2021
Q4 		$253K Sell
11,851
-819
-6% -$17.6K ﹤0.01% 2837
2021
Q3 		$274K Buy
12,670
+3,740
+42% +$79.3K ﹤0.01% 3181
2021
Q2 		$200K Buy
8,930
+2,473
+38% +$51.8K ﹤0.01% 3214
2021
Q1 		$122K Sell
6,457
-328
-5% -$6.01K ﹤0.01% 3312
2020
Q4 		$121K Buy
6,785
+5,153
+316% +$91.1K ﹤0.01% 3487
2020
Q3 		$27K Sell
1,632
-992
-38% -$17K ﹤0.01% 3694
2020
Q2 		$39K Buy
2,624
+1,988
+313% +$31.5K ﹤0.01% 3543
2020
Q1 		$9K Sell
636
-3,024
-83% -$57.2K ﹤0.01% 3519
2019
Q4 		$75K Buy
3,660
+926
+34% +$18.5K ﹤0.01% 3631
2019
Q3 		$53K Buy
2,734
+82
+3% +$1.61K ﹤0.01% 3592
2019
Q2 		$52K Buy
2,652
+2,133
+411% +$43.1K ﹤0.01% 3669
2019
Q1 		$10K Sell
519
-303
-37% -$6.13K ﹤0.01% 3872
2018
Q4 		$16K Buy
822
+182
+28% +$3.59K ﹤0.01% 3725
2018
Q3 		$12K Buy
640
+8
+1% +$164 ﹤0.01% 3874
2018
Q2 		$12K Buy
632
+113
+22% +$2.27K ﹤0.01% 3913
2018
Q1 		$10K Buy
+519
New +$10.2K ﹤0.01% 3760

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

Bank of Montreal's KREF Position: Q2 2025 in Review

Bank of Montreal sold out of KKR Real Estate Finance Trust (KREF) in Q2 2025, closing a stake of 10,337 shares — an estimated $112K sold.

Bank of Montreal first reported a position in KREF in Q1 2018 and held it in 18 quarters. The position peaked at $274K in Q3 2021. 170 funds tracked by Wall St. Rank hold KREF as of Q2 2025.

  • Bank of Montreal reported no remaining KKR Real Estate Finance Trust position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,337 KKR Real Estate Finance Trust shares in Q2 2025, an estimated $112K.
  • Bank of Montreal first reported a position in KKR Real Estate Finance Trust in Q1 2018 and held it in 18 quarters.
  • Bank of Montreal's KKR Real Estate Finance Trust position peaked at $274K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.