KREF — KKR REAL ESTATE FIN TR INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in KKR REAL ESTATE FIN TR INC (KREF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 207 +194 +1492.3% 0.00% $2K $8.73
2025 Q2 REDUCED 13 -1 -7.1% 0.00% $115 $8.28
2025 Q1 INITIATED 14 — — 0.00% $152 $9.91
% of Fund (quarterly)    KREF price (monthly, adj. close)

Other funds also holding KREF

As of 2025 Q4 — sorted by position size

Nokomis Capital, L.L.C. 3Y 7Y 2.12% Long Pond Capital, LP 3Y 7Y 1.51% Kohlberg Kravis Roberts & Co. L.P. 3Y 7Y 1.32% Beach Point Capital Management LP 3Y 7Y 0.63% GP Brinson Investments LLC 3Y 0.37% CURA WEALTH ADVISORS, LLC 0.31% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.28% Compass Rose Asset Management, LP 0.22% GFS Advisors, LLC 3Y 7Y 0.21% Whetstone Capital Advisors, LLC 3Y 7Y 0.07%
← Back to True Wealth Design, LLC Holdings