IFG
KREF

Independent Financial Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Independent Financial Group’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
-10,190
Closed -$166K – 799
2022
Q3 		$166K Sell
10,190
-700
-6% -$13.2K 0.02% 682
2022
Q2 		$190K Sell
10,890
-5,600
-34% -$108K 0.02% 644
2022
Q1 		$340K Sell
16,490
-150
-0.9% -$3.15K 0.03% 554
2021
Q4 		$347K Buy
16,640
+50
+0.3% +$1.08K 0.03% 540
2021
Q3 		$350K Sell
16,590
-38,255
-70% -$811K 0.04% 474
2021
Q2 		$1.19M Buy
+54,845
New +$1.15M 0.13% 180

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

Independent Financial Group's KREF Position: Q4 2022 in Review

Independent Financial Group sold out of KKR Real Estate Finance Trust (KREF) in Q4 2022, closing a stake of 10,190 shares — an estimated $166K sold.

Independent Financial Group first reported a position in KREF in Q2 2021 and held it in 6 quarters. The position peaked at $1.19M in Q2 2021. 167 funds tracked by Wall St. Rank hold KREF as of Q4 2022.

  • Independent Financial Group reported no remaining KKR Real Estate Finance Trust position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 10,190 KKR Real Estate Finance Trust shares in Q4 2022, an estimated $166K.
  • Independent Financial Group first reported a position in KKR Real Estate Finance Trust in Q2 2021 and held it in 6 quarters.
  • Independent Financial Group's KKR Real Estate Finance Trust position peaked at $1.19M in Q2 2021.
  • 167 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.