KI
KREF

Kula Investments’s KKR Real Estate Finance Trust KREF Stock Holding History

Kula Investments’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
Q1 		– Sell
-18,806
Closed -$873K – 738
2022
Q4 		$873K Buy
+18,806
New +$307K 0.26% 74

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 $67.7B AUM 51.91% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Kula Investments's KREF Position: Q1 2023 in Review

Kula Investments sold out of KKR Real Estate Finance Trust (KREF) in Q1 2023, closing a stake of 18,806 shares — an estimated $873K sold.

Kula Investments first reported a position in KREF in Q4 2022 and held it in 1 quarter. The position peaked at $873K in Q4 2022. 166 funds tracked by Wall St. Rank hold KREF as of Q1 2023.

  • Kula Investments reported no remaining KKR Real Estate Finance Trust position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 18,806 KKR Real Estate Finance Trust shares in Q1 2023, an estimated $873K.
  • Kula Investments first reported a position in KKR Real Estate Finance Trust in Q4 2022 and held it in 1 quarter.
  • Kula Investments's KKR Real Estate Finance Trust position peaked at $873K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.