MWM
KREF

Mission Wealth Management’s KKR Real Estate Finance Trust KREF Stock Holding History

Mission Wealth Management’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
2024
Q1 		– Sell
-14,946
Closed -$198K – 693
2023
Q4 		$198K Hold
14,946
– – 0.01% 561
2023
Q3 		$177K Buy
+14,946
New +$184K 0.01% 525

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mission Wealth Management's KREF Position: Q1 2024 in Review

Mission Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q1 2024, closing a stake of 14,946 shares — an estimated $198K sold.

Mission Wealth Management first reported a position in KREF in Q3 2023 and held it in 2 quarters. The position peaked at $198K in Q4 2023. 155 funds tracked by Wall St. Rank hold KREF as of Q1 2024.

  • Mission Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q1 2024 after selling out during the quarter.
  • Mission Wealth Management sold 14,946 KKR Real Estate Finance Trust shares in Q1 2024, an estimated $198K.
  • Mission Wealth Management first reported a position in KKR Real Estate Finance Trust in Q3 2023 and held it in 2 quarters.
  • Mission Wealth Management's KKR Real Estate Finance Trust position peaked at $198K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2024.

Based on Mission Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.