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

Connecticut 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
2024 Q4	–	Sell	-25,369	Closed	-$313K	–	287
2024 Q3	$313K	Hold	25,369	–	–	0.02%	263
2024 Q2	$230K	Hold	25,369	–	–	0.01%	303
2024 Q1	$255K	Hold	25,369	–	–	0.01%	284
2023 Q4	$336K	Hold	25,369	–	–	0.02%	253
2023 Q3	$301K	Hold	25,369	–	–	0.02%	227
2023 Q2	$309K	Hold	25,369	–	–	0.02%	201
2023 Q1	$289K	Buy	+25,369	New	+$356K	0.02%	198

Other funds holding KREF

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connecticut Wealth Management's KREF Position: Q4 2024 in Review

Connecticut Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2024, closing a stake of 25,369 shares — an estimated $313K sold.

Connecticut Wealth Management first reported a position in KREF in Q1 2023 and held it in 7 quarters. The position peaked at $336K in Q4 2023. 171 funds tracked by Wall St. Rank hold KREF as of Q4 2024.

Connecticut Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2024 after selling out during the quarter.
Connecticut Wealth Management sold 25,369 KKR Real Estate Finance Trust shares in Q4 2024, an estimated $313K.
Connecticut Wealth Management first reported a position in KKR Real Estate Finance Trust in Q1 2023 and held it in 7 quarters.
Connecticut Wealth Management's KKR Real Estate Finance Trust position peaked at $336K in Q4 2023.
171 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.