TD Private Client Wealth’s KKR Real Estate Finance Trust KREF Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-34	Closed	-$717	–	1220
2021 Q3	$717	Hold	34	–	–	﹤0.01%	1139
2021 Q2	$735	Hold	34	–	–	﹤0.01%	1147
2021 Q1	$625	Hold	34	–	–	﹤0.01%	1108
2020 Q4	$609	Hold	34	–	–	﹤0.01%	1071
2020 Q3	$562	Hold	34	–	–	﹤0.01%	1022
2020 Q2	$564	Buy	+34	New	+$538	﹤0.01%	1013

Other funds holding KREF

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Private Client Wealth's KREF Position: Q4 2021 in Review

TD Private Client Wealth sold out of KKR Real Estate Finance Trust (KREF) in Q4 2021, closing a stake of 34 shares — an estimated $717 sold.

TD Private Client Wealth first reported a position in KREF in Q2 2020 and held it in 6 quarters. The position peaked at $735 in Q2 2021. 168 funds tracked by Wall St. Rank hold KREF as of Q4 2021.

TD Private Client Wealth reported no remaining KKR Real Estate Finance Trust position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 34 KKR Real Estate Finance Trust shares in Q4 2021, an estimated $717.
TD Private Client Wealth first reported a position in KKR Real Estate Finance Trust in Q2 2020 and held it in 6 quarters.
TD Private Client Wealth's KKR Real Estate Finance Trust position peaked at $735 in Q2 2021.
168 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.