SWM
KREF

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

Spire 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
Q3 		– Sell
-1,228
Closed -$21K – 2411
2022
Q2 		$21K Buy
1,228
+515
+72% +$9.93K ﹤0.01% 1649
2022
Q1 		$25K Buy
713
+13
+2% +$273 ﹤0.01% 1721
2021
Q4 		$15K Buy
700
+500
+250% +$10.8K ﹤0.01% 2222
2021
Q3 		$4K Hold
200
– – ﹤0.01% 2344
2021
Q2 		$4K Buy
+200
New +$4.19K ﹤0.01% 2367

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 $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Spire Wealth Management's KREF Position: Q3 2022 in Review

Spire Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q3 2022, closing a stake of 1,228 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in KREF in Q2 2021 and held it in 5 quarters. The position peaked at $25K in Q1 2022. 169 funds tracked by Wall St. Rank hold KREF as of Q3 2022.

  • Spire Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,228 KKR Real Estate Finance Trust shares in Q3 2022, an estimated $21K.
  • Spire Wealth Management first reported a position in KKR Real Estate Finance Trust in Q2 2021 and held it in 5 quarters.
  • Spire Wealth Management's KKR Real Estate Finance Trust position peaked at $25K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.