Commonwealth Equity Services
KREF

Commonwealth Equity Services’s KKR Real Estate Finance Trust KREF Stock Holding History

Commonwealth Equity Services’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
2023
Q4 		– Sell
-10,040
Closed -$119K – 3967
2023
Q3 		$119K Buy
+10,040
New +$124K ﹤0.01% 3537

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Commonwealth Equity Services's KREF Position: Q4 2023 in Review

Commonwealth Equity Services sold out of KKR Real Estate Finance Trust (KREF) in Q4 2023, closing a stake of 10,040 shares — an estimated $119K sold.

Commonwealth Equity Services first reported a position in KREF in Q3 2023 and held it in 1 quarter. The position peaked at $119K in Q3 2023. 160 funds tracked by Wall St. Rank hold KREF as of Q4 2023.

  • Commonwealth Equity Services reported no remaining KKR Real Estate Finance Trust position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,040 KKR Real Estate Finance Trust shares in Q4 2023, an estimated $119K.
  • Commonwealth Equity Services first reported a position in KKR Real Estate Finance Trust in Q3 2023 and held it in 1 quarter.
  • Commonwealth Equity Services's KKR Real Estate Finance Trust position peaked at $119K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.