SDWIA
KREF

Schwarz Dygos Wheeler Investment Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,517
Closed -$249K – 133
2021
Q2 		$249K Hold
11,517
– – 0.09% 115
2021
Q1 		$212K Hold
11,517
– – 0.09% 118
2020
Q4 		$206K Sell
11,517
-1,000
-8% -$17.9K 0.1% 107
2020
Q3 		$207K Hold
12,517
– – 0.12% 89
2020
Q2 		$193K Buy
+12,517
New +$193K 0.13% 85