EWM
KREF

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

Endurance 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
2023
Q2 		$6K Hold
500
– – ﹤0.01% 538
2023
Q1 		$6K Buy
+500
New +$7.01K ﹤0.01% 538

Other funds holding KREF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Endurance Wealth Management's KREF Position: Q2 2023 in Review

Endurance Wealth Management held its KKR Real Estate Finance Trust (KREF) position steady in Q2 2023 at 500 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Endurance Wealth Management first reported a position in KREF in Q1 2023 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2023.

  • Endurance Wealth Management held 500 shares of KKR Real Estate Finance Trust worth $6K as of Q2 2023.
  • Endurance Wealth Management left its KKR Real Estate Finance Trust share count unchanged in Q2 2023.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #538 holding.
  • Endurance Wealth Management first reported a position in KKR Real Estate Finance Trust in Q1 2023 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.