Corient Private Wealth
KREF

Corient Private Wealth’s KKR Real Estate Finance Trust KREF Stock Holding History

Corient Private Wealth’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 		$398K Buy
+65,094
New +$476K ﹤0.01% 2150
2024
Q1 		– Sell
-49,700
Closed -$658K – 2325
2023
Q4 		$658K Sell
49,700
-475
-0.9% -$5.69K ﹤0.01% 1465
2023
Q3 		$596K Sell
50,175
-11,133
-18% -$137K ﹤0.01% 1394
2023
Q2 		$746K Sell
61,308
-5,366
-8% -$60.4K ﹤0.01% 1264
2023
Q1 		$759K Sell
66,674
-49,283
-43% -$691K ﹤0.01% 1198
2022
Q4 		$1.62M Buy
+115,957
New +$1.89M 0.01% 771

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 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
NC
Nokomis Capital Dallas, Texas $331M AUM 75.66% 1-Year Est. Return