PWM
KREF

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

Perigon 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
2018
Q2 		– Sell
-200
Closed -$4K – 446
2018
Q1 		$4K Hold
200
– – ﹤0.01% 565
2017
Q4 		$4K Hold
200
– – ﹤0.01% 549
2017
Q3 		$4K Buy
+200
New +$4.16K ﹤0.01% 572

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OH
Oikos Holdings New York $422M AUM 13.79% 1-Year Est. Return

Perigon Wealth Management's KREF Position: Q2 2018 in Review

Perigon Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q2 2018, closing a stake of 200 shares — an estimated $4K sold.

Perigon Wealth Management first reported a position in KREF in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 60 funds tracked by Wall St. Rank hold KREF as of Q2 2018.

  • Perigon Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 200 KKR Real Estate Finance Trust shares in Q2 2018, an estimated $4K.
  • Perigon Wealth Management first reported a position in KKR Real Estate Finance Trust in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's KKR Real Estate Finance Trust position peaked at $4K in Q1 2018.
  • 60 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.