PWMG
KREF

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

Private Wealth Management 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
2025
Q2 		– Sell
-55
Closed -$594 – 1551
2025
Q1 		$594 Hold
55
– – ﹤0.01% 1369
2024
Q4 		$556 Hold
55
– – ﹤0.01% 1428
2024
Q3 		$680 Hold
55
– – ﹤0.01% 1369
2024
Q2 		$498 Buy
+55
New +$526 ﹤0.01% 1453

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Management Group's KREF Position: Q2 2025 in Review

Private Wealth Management Group sold out of KKR Real Estate Finance Trust (KREF) in Q2 2025, closing a stake of 55 shares — an estimated $594 sold.

Private Wealth Management Group first reported a position in KREF in Q2 2024 and held it in 4 quarters. The position peaked at $680 in Q3 2024. 170 funds tracked by Wall St. Rank hold KREF as of Q2 2025.

  • Private Wealth Management Group reported no remaining KKR Real Estate Finance Trust position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 55 KKR Real Estate Finance Trust shares in Q2 2025, an estimated $594.
  • Private Wealth Management Group first reported a position in KKR Real Estate Finance Trust in Q2 2024 and held it in 4 quarters.
  • Private Wealth Management Group's KKR Real Estate Finance Trust position peaked at $680 in Q3 2024.
  • 170 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.