ECM
KREF

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

Evergreen 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
2023
Q4 		– Sell
-13,002
Closed -$160K – 877
2023
Q3 		$160K Buy
13,002
+537
+4% +$6.61K 0.01% 731
2023
Q2 		$156K Buy
+12,465
New +$140K 0.01% 756

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evergreen Capital Management's KREF Position: Q4 2023 in Review

Evergreen Capital Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2023, closing a stake of 13,002 shares — an estimated $160K sold.

Evergreen Capital Management first reported a position in KREF in Q2 2023 and held it in 2 quarters. The position peaked at $160K in Q3 2023. 160 funds tracked by Wall St. Rank hold KREF as of Q4 2023.

  • Evergreen Capital Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 13,002 KKR Real Estate Finance Trust shares in Q4 2023, an estimated $160K.
  • Evergreen Capital Management first reported a position in KKR Real Estate Finance Trust in Q2 2023 and held it in 2 quarters.
  • Evergreen Capital Management's KKR Real Estate Finance Trust position peaked at $160K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2023.

Based on Evergreen Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.