CWIG
KREF

Chung Wu Investment Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Chung Wu Investment Group’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
Q2 		$3.42K Hold
500
– – ﹤0.01% 266
2026
Q1 		$3.06K Hold
500
– – ﹤0.01% 245
2025
Q4 		$4.11K Hold
500
– – ﹤0.01% 244
2025
Q3 		$4.5K Hold
500
– – ﹤0.01% 239
2025
Q2 		$4.38K Buy
+500
New +$4.6K ﹤0.01% 234

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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chung Wu Investment Group's KREF Position: Q2 2026 in Review

Chung Wu Investment Group held its KKR Real Estate Finance Trust (KREF) position steady in Q2 2026 at 500 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Chung Wu Investment Group first reported a position in KREF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.5K in Q3 2025. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Chung Wu Investment Group held 500 shares of KKR Real Estate Finance Trust worth $3.42K as of Q2 2026.
  • Chung Wu Investment Group left its KKR Real Estate Finance Trust share count unchanged in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #266 holding.
  • Chung Wu Investment Group first reported a position in KKR Real Estate Finance Trust in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's KKR Real Estate Finance Trust position peaked at $4.5K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.