SWA
KREF

Sutton Wealth Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,195
Closed -$16.7K – 1205
2022
Q4 		$16.7K Hold
1,195
– – 0.01% 770
2022
Q3 		$19.4K Hold
1,195
– – 0.01% 673
2022
Q2 		$20.9K Sell
1,195
-28
-2% -$540 0.01% 664
2022
Q1 		$25.2K Buy
1,223
+12
+1% +$252 0.01% 633
2021
Q4 		$25.2K Buy
1,211
+16
+1% +$345 0.01% 640
2021
Q3 		$25.2K Hold
1,195
– – 0.01% 624
2021
Q2 		$25.8K Hold
1,195
– – 0.01% 625
2021
Q1 		$22K Hold
1,195
– – 0.01% 649
2020
Q4 		$21.4K Hold
1,195
– – 0.01% 584
2020
Q3 		$19.8K Hold
1,195
– – 0.01% 547
2020
Q2 		$19.8K Buy
1,195
+942
+372% +$14.9K 0.01% 537
2020
Q1 		$3.8K Buy
+253
New +$4.79K ﹤0.01% 915

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Sutton Wealth Advisors's KREF Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q1 2023, closing a stake of 1,195 shares — an estimated $16.7K sold.

Sutton Wealth Advisors first reported a position in KREF in Q1 2020 and held it in 12 quarters. The position peaked at $25.8K in Q2 2021. 166 funds tracked by Wall St. Rank hold KREF as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining KKR Real Estate Finance Trust position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,195 KKR Real Estate Finance Trust shares in Q1 2023, an estimated $16.7K.
  • Sutton Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q1 2020 and held it in 12 quarters.
  • Sutton Wealth Advisors's KKR Real Estate Finance Trust position peaked at $25.8K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.