SWM
KREF

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

Selective Wealth Management’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
2022
Q4 		– Sell
-200
Closed -$3K – 452
2022
Q3 		$3K Buy
+200
New +$3.77K ﹤0.01% 637

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Selective Wealth Management's KREF Position: Q4 2022 in Review

Selective Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2022, closing a stake of 200 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in KREF in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 167 funds tracked by Wall St. Rank hold KREF as of Q4 2022.

  • Selective Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 KKR Real Estate Finance Trust shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in KKR Real Estate Finance Trust in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's KKR Real Estate Finance Trust position peaked at $3K in Q3 2022.
  • 167 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.