PIWA
KREF

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

Prevail Innovative 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
2025
Q4 		– Sell
-157,638
Closed -$1.42M – 215
2025
Q3 		$1.42M Buy
+157,638
New +$1.47M 0.28% 138
2025
Q2 		– Sell
-162,286
Closed -$1.75M – 207
2025
Q1 		$1.75M Buy
162,286
+8,895
+6% +$95.8K 0.47% 69
2024
Q4 		$1.55M Buy
153,391
+134,459
+710% +$1.54M 0.45% 73
2024
Q3 		$234K Buy
+18,932
New +$212K 0.07% 149

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Prevail Innovative Wealth Advisors's KREF Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q4 2025, closing a stake of 157,638 shares — an estimated $1.42M sold.

Prevail Innovative Wealth Advisors first reported a position in KREF in Q3 2024 and held it in 4 quarters. The position peaked at $1.75M in Q1 2025. 164 funds tracked by Wall St. Rank hold KREF as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining KKR Real Estate Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 157,638 KKR Real Estate Finance Trust shares in Q4 2025, an estimated $1.42M.
  • Prevail Innovative Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q3 2024 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's KKR Real Estate Finance Trust position peaked at $1.75M in Q1 2025.
  • 164 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.