Prevail Innovative Wealth Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-162,286
Closed -$1.75M 207
2025
Q1
$1.75M Buy
162,286
+8,895
+6% +$96.1K 0.47% 69
2024
Q4
$1.55M Buy
153,391
+134,459
+710% +$1.36M 0.45% 73
2024
Q3
$234K Buy
+18,932
New +$234K 0.07% 149