SPIA
KREF

Steward Partners Investment Advisory’s KKR Real Estate Finance Trust KREF Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-1,476
Closed -$13.3K – 4403
2025
Q3 		$13.3K Sell
1,476
-293,035
-99% -$2.72M ﹤0.01% 3279
2025
Q2 		$2.58M Buy
294,511
+18,135
+7% +$167K 0.02% 628
2025
Q1 		$2.98M Buy
+276,376
New +$2.98M 0.03% 532
2023
Q1 		– Sell
-639
Closed -$8.92K – 3372
2022
Q4 		$8.92K Buy
639
+50
+8% +$816 ﹤0.01% 2577
2022
Q3 		$10K Sell
589
-166
-22% -$3.13K ﹤0.01% 2539
2022
Q2 		$13K Sell
755
-1,365
-64% -$26.3K ﹤0.01% 2417
2022
Q1 		$44K Buy
2,120
+1,500
+242% +$31.5K ﹤0.01% 1976
2021
Q4 		$13K Sell
620
-641
-51% -$13.8K ﹤0.01% 2503
2021
Q3 		$27K Hold
1,261
– – ﹤0.01% 2191
2021
Q2 		$27K Sell
1,261
-750
-37% -$15.7K ﹤0.01% 4451
2021
Q1 		$37K Buy
2,011
+1,911
+1,911% +$35K ﹤0.01% 2148
2020
Q4 		$2K Hold
100
– – ﹤0.01% 2714
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2581
2020
Q2 		$2K Buy
+100
New +$1.58K ﹤0.01% 2478

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
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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
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $331M AUM 75.66% 1-Year Est. Return