Carson Wealth (CWM LLC)
KREF

Carson Wealth (CWM LLC)’s KKR Real Estate Finance Trust KREF Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$18.3K Sell
2,993
-6,539
-69% -$47.8K ﹤0.01% 4468
2025
Q4 		$78K Sell
9,532
-11,043
-54% -$93.5K ﹤0.01% 3262
2025
Q3 		$185K Buy
20,575
+9,129
+80% +$84.9K ﹤0.01% 2510
2025
Q2 		$100K Buy
11,446
+10,526
+1,144% +$96.9K ﹤0.01% 2722
2025
Q1 		$10K Sell
920
-1
-0.1% -$11 ﹤0.01% 4109
2024
Q4 		$9K Buy
921
+161
+21% +$1.84K ﹤0.01% 3934
2024
Q3 		$9K Sell
760
-252
-25% -$2.82K ﹤0.01% 3836
2024
Q2 		$9K Buy
1,012
+287
+40% +$2.74K ﹤0.01% 3609
2024
Q1 		$7K Sell
725
-968
-57% -$10.6K ﹤0.01% 3513
2023
Q4 		$22K Sell
1,693
-274
-14% -$3.28K ﹤0.01% 2720
2023
Q3 		$23K Buy
1,967
+101
+5% +$1.24K ﹤0.01% 2601
2023
Q2 		$23K Buy
1,866
+281
+18% +$3.16K ﹤0.01% 2542
2023
Q1 		$18K Buy
1,585
+1,485
+1,485% +$20.8K ﹤0.01% 2577
2022
Q4 		$1K Sell
100
-165
-62% -$2.69K ﹤0.01% 3774
2022
Q3 		$4K Buy
+265
New +$4.99K ﹤0.01% 3184
2022
Q2 		– Sell
-253
Closed -$5K – 3951
2022
Q1 		$5K Hold
253
– – ﹤0.01% 2845
2021
Q4 		$5K Buy
+253
New +$5.45K ﹤0.01% 2735

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 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
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KREF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its KKR Real Estate Finance Trust (KREF) stake by 69% in Q1 2026, selling an estimated $47.8K and leaving 2,993 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4468.

Carson Wealth (CWM LLC) first reported a position in KREF in Q4 2021 and has held it in 17 quarters since. The position peaked at $185K in Q3 2025. 169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,993 shares of KKR Real Estate Finance Trust worth $18.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,539 KKR Real Estate Finance Trust shares in Q1 2026, an estimated $47.8K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4468 holding.
  • Carson Wealth (CWM LLC) first reported a position in KKR Real Estate Finance Trust in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s KKR Real Estate Finance Trust position peaked at $185K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.