New England Guild Wealth Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

New England Guild 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
2022 Q4	$291K	Sell	20,817 -21,044	-50%	-$344K	0.15%	59
2022 Q3	$680K	Sell	41,861 -26,500	-39%	-$499K	0.41%	40
2022 Q2	$1.19M	Buy	68,361 +9,142	+15%	+$176K	0.74%	32
2022 Q1	$1.22M	Sell	59,219 -5,813	-9%	-$122K	0.65%	32
2021 Q4	$1.35M	Buy	65,032 +27,092	+71%	+$584K	0.68%	33
2021 Q3	$801K	Buy	+37,940	New	+$805K	0.42%	39

Other funds holding KREF

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 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 $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

New England Guild Wealth Advisors's KREF Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its KKR Real Estate Finance Trust (KREF) stake by 50% in Q4 2022, selling an estimated $344K and leaving 20,817 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #59.

New England Guild Wealth Advisors first reported a position in KREF in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2021. 167 funds tracked by Wall St. Rank hold KREF as of Q4 2022.

New England Guild Wealth Advisors held 20,817 shares of KKR Real Estate Finance Trust worth $291K as of Q4 2022.
New England Guild Wealth Advisors sold 21,044 KKR Real Estate Finance Trust shares in Q4 2022, an estimated $344K.
KKR Real Estate Finance Trust made up 0.15% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #59 holding.
New England Guild Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q3 2021 and has held it in 6 quarters since.
New England Guild Wealth Advisors's KKR Real Estate Finance Trust position peaked at $1.35M in Q4 2021.
167 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.