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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,517
Closed -$249K – 135
2021
Q2 		$249K Hold
11,517
– – 0.09% 116
2021
Q1 		$212K Hold
11,517
– – 0.09% 119
2020
Q4 		$206K Sell
11,517
-1,000
-8% -$17.7K 0.1% 107
2020
Q3 		$207K Hold
12,517
– – 0.12% 93
2020
Q2 		$193K Buy
+12,517
New +$198K 0.13% 87

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's KREF Position: Q3 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q3 2021, closing a stake of 11,517 shares — an estimated $249K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in KREF in Q2 2020 and held it in 5 quarters. The position peaked at $249K in Q2 2021. 146 funds tracked by Wall St. Rank hold KREF as of Q3 2021.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining KKR Real Estate Finance Trust position as of Q3 2021 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 11,517 KKR Real Estate Finance Trust shares in Q3 2021, an estimated $249K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2020 and held it in 5 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's KKR Real Estate Finance Trust position peaked at $249K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.