AG
KREF

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

Aperio 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
2020
Q4 		$757K Buy
42,237
+1,430
+4% +$25.3K ﹤0.01% 1743
2020
Q3 		$675K Buy
40,807
+455
+1% +$7.82K ﹤0.01% 1650
2020
Q2 		$669K Buy
40,352
+13,871
+52% +$220K ﹤0.01% 1618
2020
Q1 		$397K Buy
+26,481
New +$501K ﹤0.01% 1765
2019
Q3 		– Sell
-2,290
Closed -$46K – 2540
2019
Q2 		$46K Buy
+2,290
New +$46.3K ﹤0.01% 2549

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return

Aperio Group's KREF Position: Q4 2020 in Review

Aperio Group increased its KKR Real Estate Finance Trust (KREF) stake by 3.5% in Q4 2020, buying an estimated $25.3K and bringing the position to 42,237 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Aperio Group first reported a position in KREF in Q2 2019 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold KREF as of Q4 2020.

  • Aperio Group held 42,237 shares of KKR Real Estate Finance Trust worth $757K as of Q4 2020.
  • Aperio Group bought 1,430 KKR Real Estate Finance Trust shares in Q4 2020, an estimated $25.3K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1743 holding.
  • Aperio Group first reported a position in KKR Real Estate Finance Trust in Q2 2019 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.