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Stephens Consulting’s KKR Real Estate Finance Trust KREF Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-35
Closed -$378 – 1604
2025
Q1 		$378 Buy
+35
New +$377 ﹤0.01% 1145

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NSLI
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stephens Consulting's KREF Position: Q2 2025 in Review

Stephens Consulting sold out of KKR Real Estate Finance Trust (KREF) in Q2 2025, closing a stake of 35 shares — an estimated $378 sold.

Stephens Consulting first reported a position in KREF in Q1 2025 and held it in 1 quarter. The position peaked at $378 in Q1 2025. 170 funds tracked by Wall St. Rank hold KREF as of Q2 2025.

  • Stephens Consulting reported no remaining KKR Real Estate Finance Trust position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 35 KKR Real Estate Finance Trust shares in Q2 2025, an estimated $378.
  • Stephens Consulting first reported a position in KKR Real Estate Finance Trust in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's KKR Real Estate Finance Trust position peaked at $378 in Q1 2025.
  • 170 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.