EW
KREF

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

Evoke Wealth’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
-23,200
Closed -$292K – 447
2024
Q3 		$292K Hold
23,200
– – 0.01% 343
2024
Q2 		$216K Hold
23,200
– – 0.25% 77
2024
Q1 		$239K Hold
23,200
– – 0.01% 351
2023
Q4 		$317K Sell
23,200
-7,000
-23% -$83.9K 0.51% 47
2023
Q3 		$371K Hold
30,200
– – 0.01% 267
2023
Q2 		$381K Hold
30,200
– – 0.01% 251
2023
Q1 		$357K Sell
30,200
-2,600
-8% -$36.5K 0.01% 251
2022
Q4 		$472K Sell
32,800
-700
-2% -$11.4K 0.02% 221
2022
Q3 		$559K Hold
33,500
– – 0.02% 202
2022
Q2 		$599K Hold
33,500
– – 0.02% 201
2022
Q1 		$705K Hold
33,500
– – 0.02% 203
2021
Q4 		$712K Sell
33,500
-2,800
-8% -$60.3K 0.02% 210
2021
Q3 		$781K Buy
36,300
+7,000
+24% +$148K 0.03% 188
2021
Q2 		$646K Buy
29,300
+4,700
+19% +$98.4K 0.02% 218
2021
Q1 		$463K Buy
24,600
+2,800
+13% +$51.4K 0.02% 223
2020
Q4 		$398K Buy
21,800
+19,200
+738% +$339K 0.03% 170
2020
Q3 		$44K Hold
2,600
– – ﹤0.01% 374
2020
Q2 		$44K Buy
+2,600
New +$41.1K ﹤0.01% 364

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's KREF Position: Q4 2024 in Review

Evoke Wealth sold out of KKR Real Estate Finance Trust (KREF) in Q4 2024, closing a stake of 23,200 shares — an estimated $292K sold.

Evoke Wealth first reported a position in KREF in Q2 2020 and held it in 18 quarters. The position peaked at $781K in Q3 2021. 171 funds tracked by Wall St. Rank hold KREF as of Q4 2024.

  • Evoke Wealth reported no remaining KKR Real Estate Finance Trust position as of Q4 2024 after selling out during the quarter.
  • Evoke Wealth sold 23,200 KKR Real Estate Finance Trust shares in Q4 2024, an estimated $292K.
  • Evoke Wealth first reported a position in KKR Real Estate Finance Trust in Q2 2020 and held it in 18 quarters.
  • Evoke Wealth's KKR Real Estate Finance Trust position peaked at $781K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.