MAI Wealth Advisors »

Kkr Real Estate Finance Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Kkr Real Estate Finance Trust (KREF) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Kkr Real Estate Finance Trust

Tip: Access up to 7 years of quarterly data

All positions including Kkr Real Estate Finance Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kkr Real Estate Finance Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2k 358 9.00
2025-06-30 $4.9k 558 8.77

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Kkr Real Estate Finance Trust

Kohlberg Kravis Roberts & Co
BlackRock
Vanguard Group
Nan Shan Life Insurance
Long Pond Capital
State Street Corporation
Geode Capital Management
Mirae Asset Global Etfs Holdings
Invesco
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Nomura Holdings
Jpmorgan Chase & Co
Wellington Management Company

View all funds holding Kkr Real Estate Finance Trust