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GoalVest Advisory’s KKR Real Estate Finance Trust KREF Stock Holding History

GoalVest Advisory’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
2025
Q2 		– Sell
-40
Closed -$432 – 462
2025
Q1 		$432 Buy
+40
New +$431 ﹤0.01% 374

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GoalVest Advisory's KREF Position: Q2 2025 in Review

GoalVest Advisory sold out of KKR Real Estate Finance Trust (KREF) in Q2 2025, closing a stake of 40 shares — an estimated $432 sold.

GoalVest Advisory first reported a position in KREF in Q1 2025 and held it in 1 quarter. The position peaked at $432 in Q1 2025. 170 funds tracked by Wall St. Rank hold KREF as of Q2 2025.

  • GoalVest Advisory reported no remaining KKR Real Estate Finance Trust position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 40 KKR Real Estate Finance Trust shares in Q2 2025, an estimated $432.
  • GoalVest Advisory first reported a position in KKR Real Estate Finance Trust in Q1 2025 and held it in 1 quarter.
  • GoalVest Advisory's KKR Real Estate Finance Trust position peaked at $432 in Q1 2025.
  • 170 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.