LAS
KREF

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

Lloyd Advisory Services’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
Q2 		– Sell
-158
Closed -$3K – 334
2022
Q1 		$3K Buy
158
+106
+204% +$2.23K ﹤0.01% 482
2021
Q4 		$1K Buy
52
+1
+2% +$22 ﹤0.01% 396
2021
Q3 		$1K Buy
51
+1
+2% +$21 ﹤0.01% 367
2021
Q2 		$1K Buy
+50
New +$1.05K ﹤0.01% 379

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Lloyd Advisory Services's KREF Position: Q2 2022 in Review

Lloyd Advisory Services sold out of KKR Real Estate Finance Trust (KREF) in Q2 2022, closing a stake of 158 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in KREF in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 177 funds tracked by Wall St. Rank hold KREF as of Q2 2022.

  • Lloyd Advisory Services reported no remaining KKR Real Estate Finance Trust position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 158 KKR Real Estate Finance Trust shares in Q2 2022, an estimated $3K.
  • Lloyd Advisory Services first reported a position in KKR Real Estate Finance Trust in Q2 2021 and held it in 4 quarters.
  • Lloyd Advisory Services's KKR Real Estate Finance Trust position peaked at $3K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.