HighTower Advisors’s KKR Real Estate Finance Trust KREF Stock Holding History

HighTower Advisors’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
2023 Q4	–	Sell	-38,447	Closed	-$456K	–	3755
2023 Q3	$456K	Buy	38,447 +1	+0%	+$12	﹤0.01%	2292
2023 Q2	$467K	Sell	38,446 -25,017	-39%	-$282K	﹤0.01%	2249
2023 Q1	$723K	Sell	63,463 -13,073	-17%	-$183K	﹤0.01%	1860
2022 Q4	$1.07M	Buy	76,536 +9,753	+15%	+$159K	﹤0.01%	1635
2022 Q3	$1.08M	Buy	66,783 +12,916	+24%	+$243K	﹤0.01%	1564
2022 Q2	$940K	Buy	53,867 +26,532	+97%	+$512K	﹤0.01%	1676
2022 Q1	$563K	Buy	27,335 +9	+0%	+$189	﹤0.01%	2093
2021 Q4	$569K	Buy	+27,326	New	+$589K	﹤0.01%	2066

Other funds holding KREF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors's KREF Position: Q4 2023 in Review

HighTower Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q4 2023, closing a stake of 38,447 shares — an estimated $456K sold.

HighTower Advisors first reported a position in KREF in Q4 2021 and held it in 8 quarters. The position peaked at $1.08M in Q3 2022. 160 funds tracked by Wall St. Rank hold KREF as of Q4 2023.

HighTower Advisors reported no remaining KKR Real Estate Finance Trust position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 38,447 KKR Real Estate Finance Trust shares in Q4 2023, an estimated $456K.
HighTower Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2021 and held it in 8 quarters.
HighTower Advisors's KKR Real Estate Finance Trust position peaked at $1.08M in Q3 2022.
160 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.