CPG
KREF

Cornerstone Planning Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Cornerstone Planning 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
2024
Q2 		– Sell
-53
Closed -$512 – 1303
2024
Q1 		$512 Buy
+53
New +$581 ﹤0.01% 937

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Cornerstone Planning Group's KREF Position: Q2 2024 in Review

Cornerstone Planning Group sold out of KKR Real Estate Finance Trust (KREF) in Q2 2024, closing a stake of 53 shares — an estimated $512 sold.

Cornerstone Planning Group first reported a position in KREF in Q1 2024 and held it in 1 quarter. The position peaked at $512 in Q1 2024. 150 funds tracked by Wall St. Rank hold KREF as of Q2 2024.

  • Cornerstone Planning Group reported no remaining KKR Real Estate Finance Trust position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 53 KKR Real Estate Finance Trust shares in Q2 2024, an estimated $512.
  • Cornerstone Planning Group first reported a position in KKR Real Estate Finance Trust in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's KKR Real Estate Finance Trust position peaked at $512 in Q1 2024.
  • 150 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.