WSTAM
KREF

Wilbanks Smith & Thomas Asset Management’s KKR Real Estate Finance Trust KREF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-12,000
Closed -$195K – 509
2022
Q3 		$195K Hold
12,000
– – 0.01% 450
2022
Q2 		$209K Buy
+12,000
New +$231K 0.01% 454
2018
Q4 		– Sell
-500
Closed -$10K – 869
2018
Q3 		$10K Buy
+500
New +$10.3K ﹤0.01% 1048

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

Wilbanks Smith & Thomas Asset Management's KREF Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2022, closing a stake of 12,000 shares — an estimated $195K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in KREF in Q3 2018 and held it in 3 quarters. The position peaked at $209K in Q2 2022. 167 funds tracked by Wall St. Rank hold KREF as of Q4 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 12,000 KKR Real Estate Finance Trust shares in Q4 2022, an estimated $195K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in KKR Real Estate Finance Trust in Q3 2018 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's KKR Real Estate Finance Trust position peaked at $209K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.