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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

KREF holding history

KKR Real Estate Finance Trust Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KREF overviewAll 13F holders of KREFFull Q4 2024 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of KREF by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−12,466−100.0%Sold outHolders
Q3 202212,466$203.0K<0.1%−756−5.7%ReducedHolders
Q2 202213,222$231.0K0.1%−352−2.6%ReducedHolders
Q1 202213,574$280.0K0.1%+2,552+23.2%AddedHolders
Q4 202111,022$230.0K<0.1%+920+9.1%AddedHolders
Q3 202110,102$213.0K<0.1%+752+8.0%AddedHolders
Q2 20219,350$202.0K<0.1%+9,350NewHolders