SIC
KREF

Samalin Investment Counsel’s KKR Real Estate Finance Trust KREF Stock Holding History

Samalin Investment Counsel’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
2024
Q4 		– Sell
-10,114
Closed -$125K – 317
2024
Q3 		$125K Sell
10,114
-1,020
-9% -$11.4K 0.05% 273
2024
Q2 		$101K Sell
11,134
-340
-3% -$3.25K 0.05% 268
2024
Q1 		$115K Sell
11,474
-1,862
-14% -$20.4K 0.06% 268
2023
Q4 		$176K Sell
13,336
-1,262
-9% -$15.1K 0.09% 256
2023
Q3 		$173K Buy
14,598
+1,970
+16% +$24.3K 0.1% 242
2023
Q2 		$154K Sell
12,628
-1,684
-12% -$19K 0.08% 260
2023
Q1 		$163K Buy
14,312
+1,227
+9% +$17.2K 0.1% 230
2022
Q4 		$183K Sell
13,085
-3,346
-20% -$54.6K 0.12% 228
2022
Q3 		$267K Buy
16,431
+462
+3% +$8.7K 0.2% 147
2022
Q2 		$279K Buy
15,969
+290
+2% +$5.59K 0.2% 155
2022
Q1 		$323K Buy
15,679
+5,932
+61% +$125K 0.2% 162
2021
Q4 		$203K Buy
9,747
+187
+2% +$4.03K 0.12% 224
2021
Q3 		$202K Sell
9,560
-260
-3% -$5.51K 0.13% 222
2021
Q2 		$212K Buy
+9,820
New +$206K 0.14% 221
2021
Q1 		– Sell
-24,333
Closed -$436K – 237
2020
Q4 		$436K Buy
24,333
+56
+0.2% +$990 0.33% 98
2020
Q3 		$401K Buy
+24,277
New +$417K 0.36% 91
2020
Q1 		– Sell
-7,471
Closed -$152K – 357
2019
Q4 		$152K Buy
+7,471
New +$149K 0.13% 176

Other funds holding KREF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Samalin Investment Counsel's KREF Position: Q4 2024 in Review

Samalin Investment Counsel sold out of KKR Real Estate Finance Trust (KREF) in Q4 2024, closing a stake of 10,114 shares — an estimated $125K sold.

Samalin Investment Counsel first reported a position in KREF in Q4 2019 and held it in 17 quarters. The position peaked at $436K in Q4 2020. 171 funds tracked by Wall St. Rank hold KREF as of Q4 2024.

  • Samalin Investment Counsel reported no remaining KKR Real Estate Finance Trust position as of Q4 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,114 KKR Real Estate Finance Trust shares in Q4 2024, an estimated $125K.
  • Samalin Investment Counsel first reported a position in KKR Real Estate Finance Trust in Q4 2019 and held it in 17 quarters.
  • Samalin Investment Counsel's KKR Real Estate Finance Trust position peaked at $436K in Q4 2020.
  • 171 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2024.

Based on Samalin Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.