AG
KREF

Advisor Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Advisor Group’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
2019
Q4 		$10K Hold
496
– – ﹤0.01% 4358
2019
Q3 		$10K Hold
496
– – ﹤0.01% 4339
2019
Q2 		$10K Sell
496
-73
-13% -$1.48K ﹤0.01% 4372
2019
Q1 		$11K Buy
569
+564
+11,280% +$11.4K ﹤0.01% 4320
2018
Q4 		$0 Hold
5
– – ﹤0.01% 5164
2018
Q3 		$0 Buy
+5
New +$103 ﹤0.01% 5159

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Advisor Group's KREF Position: Q4 2019 in Review

Advisor Group held its KKR Real Estate Finance Trust (KREF) position steady in Q4 2019 at 496 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4358.

Advisor Group first reported a position in KREF in Q3 2018 and has held it in 6 quarters since. The position peaked at $11K in Q1 2019. 131 funds tracked by Wall St. Rank hold KREF as of Q4 2019.

  • Advisor Group held 496 shares of KKR Real Estate Finance Trust worth $10K as of Q4 2019.
  • Advisor Group left its KKR Real Estate Finance Trust share count unchanged in Q4 2019.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4358 holding.
  • Advisor Group first reported a position in KKR Real Estate Finance Trust in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's KKR Real Estate Finance Trust position peaked at $11K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.