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KREF

NewEdge Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

NewEdge 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
Q2 		– Sell
-325
Closed -$3.7K – 3572
2023
Q1 		$3.7K Sell
325
-340
-51% -$4.77K ﹤0.01% 2874
2022
Q4 		$9 Buy
+665
New +$10.9K ﹤0.01% 3724

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 $299B AUM 28.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's KREF Position: Q2 2023 in Review

NewEdge Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q2 2023, closing a stake of 325 shares — an estimated $3.7K sold.

NewEdge Advisors first reported a position in KREF in Q4 2022 and held it in 2 quarters. The position peaked at $3.7K in Q1 2023. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2023.

  • NewEdge Advisors reported no remaining KKR Real Estate Finance Trust position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 325 KKR Real Estate Finance Trust shares in Q2 2023, an estimated $3.7K.
  • NewEdge Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's KKR Real Estate Finance Trust position peaked at $3.7K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.