JP Morgan Private Wealth Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-17,146	Closed	-$209K	–	1754
2023 Q2	$209K	Sell	17,146 -2,520	-13%	-$28.4K	﹤0.01%	1373
2023 Q1	$224K	Buy	19,666 +2,326	+13%	+$32.6K	﹤0.01%	1791
2022 Q4	$242K	Hold	17,340	–	–	﹤0.01%	1738
2022 Q3	$282K	Buy	17,340 +2,520	+17%	+$47.5K	﹤0.01%	1675
2022 Q2	$259K	Sell	14,820 -37	-0.2%	-$713	﹤0.01%	1723
2022 Q1	$306K	Buy	14,857 +37	+0.2%	+$778	﹤0.01%	1738
2021 Q4	$309K	Hold	14,820	–	–	﹤0.01%	1737
2021 Q3	$313K	Hold	14,820	–	–	﹤0.01%	1676
2021 Q2	$321K	Hold	14,820	–	–	﹤0.01%	1650
2021 Q1	$273K	Hold	14,820	–	–	﹤0.01%	1569
2020 Q4	$266K	Hold	14,820	–	–	﹤0.01%	1544
2020 Q3	$245K	Hold	14,820	–	–	﹤0.01%	1442
2020 Q2	$246K	Hold	14,820	–	–	﹤0.01%	1388
2020 Q1	$222K	Buy	+14,820	New	+$280K	﹤0.01%	1255

Other funds holding KREF

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KREF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q3 2023, closing a stake of 17,146 shares — an estimated $209K sold.

JP Morgan Private Wealth Advisors first reported a position in KREF in Q1 2020 and held it in 14 quarters. The position peaked at $321K in Q2 2021. 155 funds tracked by Wall St. Rank hold KREF as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining KKR Real Estate Finance Trust position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 17,146 KKR Real Estate Finance Trust shares in Q3 2023, an estimated $209K.
JP Morgan Private Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q1 2020 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's KKR Real Estate Finance Trust position peaked at $321K in Q2 2021.
155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.