Everence Capital Management’s KKR Real Estate Finance Trust KREF Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-13,850	Closed	-$171K	–	935
2024 Q3	$171K	Sell	13,850 -9,310	-40%	-$104K	0.01%	722
2024 Q2	$218	Hold	23,160	–	–	0.02%	664
2024 Q1	$233	Buy	23,160 +9,410	+68%	+$103K	0.02%	665
2023 Q4	$182K	Hold	13,750	–	–	0.01%	712
2023 Q3	$163	Hold	13,750	–	–	0.01%	703
2023 Q2	$154K	Hold	13,750	–	–	0.01%	686
2023 Q1	$157	Hold	13,750	–	–	0.01%	715
2022 Q4	$192	Buy	+13,750	New	+$224K	0.02%	700

Other funds holding KREF

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Everence Capital Management's KREF Position: Q4 2024 in Review

Everence Capital Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2024, closing a stake of 13,850 shares — an estimated $171K sold.

Everence Capital Management first reported a position in KREF in Q4 2022 and held it in 8 quarters. The position peaked at $182K in Q4 2023. 171 funds tracked by Wall St. Rank hold KREF as of Q4 2024.

Everence Capital Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 13,850 KKR Real Estate Finance Trust shares in Q4 2024, an estimated $171K.
Everence Capital Management first reported a position in KKR Real Estate Finance Trust in Q4 2022 and held it in 8 quarters.
Everence Capital Management's KKR Real Estate Finance Trust position peaked at $182K in Q4 2023.
171 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.