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

Drive 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
2025
Q4 		– Sell
-25,141
Closed -$233K – 405
2025
Q3 		$233K Sell
25,141
-94,460
-79% -$878K 0.05% 295
2025
Q2 		$1.08M Buy
119,601
+13,658
+13% +$126K 0.24% 94
2025
Q1 		$1.17M Buy
105,943
+21,225
+25% +$229K 0.28% 83
2024
Q4 		$877K Buy
84,718
+13,432
+19% +$154K 0.21% 88
2024
Q3 		$898K Buy
+71,286
New +$798K 0.23% 82

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Drive Wealth Management's KREF Position: Q4 2025 in Review

Drive Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2025, closing a stake of 25,141 shares — an estimated $233K sold.

Drive Wealth Management first reported a position in KREF in Q3 2024 and held it in 5 quarters. The position peaked at $1.17M in Q1 2025. 164 funds tracked by Wall St. Rank hold KREF as of Q4 2025.

  • Drive Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 25,141 KKR Real Estate Finance Trust shares in Q4 2025, an estimated $233K.
  • Drive Wealth Management first reported a position in KKR Real Estate Finance Trust in Q3 2024 and held it in 5 quarters.
  • Drive Wealth Management's KKR Real Estate Finance Trust position peaked at $1.17M in Q1 2025.
  • 164 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.