NFG
KREF

Next Financial Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Next Financial Group’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
2021
Q4 		$41K Hold
1,950
– – ﹤0.01% 1556
2021
Q3 		$41K Buy
+1,950
New +$41.4K ﹤0.01% 1495

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's KREF Position: Q4 2021 in Review

Next Financial Group held its KKR Real Estate Finance Trust (KREF) position steady in Q4 2021 at 1,950 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Next Financial Group first reported a position in KREF in Q3 2021 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold KREF as of Q4 2021.

  • Next Financial Group held 1,950 shares of KKR Real Estate Finance Trust worth $41K as of Q4 2021.
  • Next Financial Group left its KKR Real Estate Finance Trust share count unchanged in Q4 2021.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1556 holding.
  • Next Financial Group first reported a position in KKR Real Estate Finance Trust in Q3 2021 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.