TWA
KREF

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

TCI 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
2022
Q4 		– Sell
-262
Closed -$4K – 2587
2022
Q3 		$4K Hold
262
– – ﹤0.01% 1622
2022
Q2 		$5K Sell
262
-211
-45% -$4.07K ﹤0.01% 1498
2022
Q1 		$10K Buy
473
+275
+139% +$5.78K ﹤0.01% 1102
2021
Q4 		$4K Hold
198
– – ﹤0.01% 1843
2021
Q3 		$4K Buy
+198
New +$4.2K ﹤0.01% 1768
2020
Q1 		– Sell
-107
Closed -$2K – 1634
2019
Q4 		$2K Buy
+107
New +$2.14K ﹤0.01% 1160

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

TCI Wealth Advisors's KREF Position: Q4 2022 in Review

TCI Wealth Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q4 2022, closing a stake of 262 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in KREF in Q4 2019 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 167 funds tracked by Wall St. Rank hold KREF as of Q4 2022.

  • TCI Wealth Advisors reported no remaining KKR Real Estate Finance Trust position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 262 KKR Real Estate Finance Trust shares in Q4 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2019 and held it in 6 quarters.
  • TCI Wealth Advisors's KKR Real Estate Finance Trust position peaked at $10K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.