SWP
KREF

Significant Wealth Partners’s KKR Real Estate Finance Trust KREF Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-259,787
Closed -$2.61M – 118
2024
Q1 		$2.61M Buy
259,787
+45,308
+21% +$497K 1.72% 17
2023
Q4 		$2.84M Buy
+214,479
New +$2.57M 2.07% 12

Other funds holding KREF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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 $3.19B AUM 24.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Significant Wealth Partners's KREF Position: Q2 2024 in Review

Significant Wealth Partners sold out of KKR Real Estate Finance Trust (KREF) in Q2 2024, closing a stake of 259,787 shares — an estimated $2.61M sold.

Significant Wealth Partners first reported a position in KREF in Q4 2023 and held it in 2 quarters. The position peaked at $2.84M in Q4 2023. 150 funds tracked by Wall St. Rank hold KREF as of Q2 2024.

  • Significant Wealth Partners reported no remaining KKR Real Estate Finance Trust position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 259,787 KKR Real Estate Finance Trust shares in Q2 2024, an estimated $2.61M.
  • Significant Wealth Partners first reported a position in KKR Real Estate Finance Trust in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's KKR Real Estate Finance Trust position peaked at $2.84M in Q4 2023.
  • 150 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.