KREF β€” KKR REAL ESTATE FIN TR INC

Ownership history in CURA WEALTH ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

CURA WEALTH ADVISORS, LLC reported KKR REAL ESTATE FIN TR INC (KREF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.38% in 2025 Q1. The latest visible filing shows KREF at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KREF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CURA WEALTH ADVISORS, LLC's position in KKR REAL ESTATE FIN TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KREF was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CURA WEALTH ADVISORS, LLC held KREF β€” position size vs. price
% of Fund (quarterly)    KREF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 100,672 +1,976 +2.0% 0.31% $828K 2026-02-14 (Est.) $7.01
2025 Q3 ADDED 98,696 +8,396 +9.3% 0.34% $888K 2025-11-14 $8.06
2025 Q2 ADDED 90,300 +4,000 +4.6% 0.32% $792K 2025-08-14 $8.76
2025 Q1 ADDED 86,300 +11,000 +14.6% 0.38% $932K 2025-05-15 $8.76
2024 Q4 INITIATED 75,300 β€” β€” 0.34% $761K 2025-02-14 $10.15

FAQ About CURA WEALTH ADVISORS, LLC and KREF

These are the practical questions this page is built to answer before you even open the full history table.

How long has CURA WEALTH ADVISORS, LLC reported owning KREF?

CURA WEALTH ADVISORS, LLC reported KREF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported KREF position in CURA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KREF was 0.38% in 2025 Q1.

What is the latest reported KREF position on this page?

The most recent filing on this page is 2025 Q4, when CURA WEALTH ADVISORS, LLC reported 100,672 shares, equal to 0.31% of portfolio, with an estimated market value of $828K.

What does the chart on this KREF ownership page compare?

The chart compares CURA WEALTH ADVISORS, LLC's quarterly KREF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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