EH
KREF

Equitable Holdings’s KKR Real Estate Finance Trust KREF Stock Holding History

Equitable Holdings’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
2022
Q4 		– Sell
-28,200
Closed -$458K – 929
2022
Q3 		$458K Sell
28,200
-1,200
-4% -$22.6K 0.01% 579
2022
Q2 		$513K Sell
29,400
-17,850
-38% -$344K 0.01% 560
2022
Q1 		$974K Buy
47,250
+16,300
+53% +$343K 0.02% 415
2021
Q4 		$645K Buy
30,950
+16,450
+113% +$354K 0.01% 506
2021
Q3 		$306K Buy
+14,500
New +$307K 0.01% 668

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Equitable Holdings's KREF Position: Q4 2022 in Review

Equitable Holdings sold out of KKR Real Estate Finance Trust (KREF) in Q4 2022, closing a stake of 28,200 shares — an estimated $458K sold.

Equitable Holdings first reported a position in KREF in Q3 2021 and held it in 5 quarters. The position peaked at $974K in Q1 2022. 167 funds tracked by Wall St. Rank hold KREF as of Q4 2022.

  • Equitable Holdings reported no remaining KKR Real Estate Finance Trust position as of Q4 2022 after selling out during the quarter.
  • Equitable Holdings sold 28,200 KKR Real Estate Finance Trust shares in Q4 2022, an estimated $458K.
  • Equitable Holdings first reported a position in KKR Real Estate Finance Trust in Q3 2021 and held it in 5 quarters.
  • Equitable Holdings's KKR Real Estate Finance Trust position peaked at $974K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.