KREF

KKR Real Estate Finance Trust
KREF

Overview Fund Activity

160 hedge funds and large institutions have $658M invested in KKR Real Estate Finance Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
49
Reduced
61
Closed
17
Calls
$623K
Puts
$925K
Net Calls
-$302K
Net Calls Change
+$299K

Top Buyers

1
Invesco
1
Invesco
Georgia
$15.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.2M
3
BlackRock
3
BlackRock
New York
$139M
4
SWP
4
Significant Wealth Partners
Illinois
$2.84M
5
Lido Advisors
5
Lido Advisors
California
$2.11M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$606K
2
Goldman Sachs
2
Goldman Sachs
New York
$3.19M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$40.7M
4
RBC
4
Roble Belko & Company
Pennsylvania
$24K
5
HV
5
HST Ventures
Utah
$910K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$139M 10,539,976 +425,818 +4%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$132M 10,000,001 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.3M 5,766,753 -583 -0%
NSLI
4
Nan Shan Life Insurance
Taiwan
$40.7M 3,079,453 -283,350 -8%
State Street
5
State Street
Massachusetts
$31.6M 2,315,197 +30,577 +1%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$26.1M 1,970,181 -107,126 -5%
Morgan Stanley
7
Morgan Stanley
New York
$23.2M 1,751,072 +656,137 +60%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.2M 1,299,527 +58,395 +5%
Invesco
9
Invesco
Georgia
$15.8M 1,196,131 +872,154 +269%
Charles Schwab
10
Charles Schwab
California
$10.6M 804,214 +104,360 +15%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$9.78M 739,215 +78,298 +12%
SI
12
Stephens Inc
Arkansas
$9M 680,366 -64,055 -9%
Northern Trust
13
Northern Trust
Illinois
$7.94M 600,372 +442 +0.1%
NWM
14
Nicola Wealth Management
British Columbia, Canada
$7.93M 453,000 – –
Allianz Asset Management
15
Allianz Asset Management
Germany
$7.21M 545,212 +19,100 +4%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$6.22M 470,500 -7,823 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.57M 420,890 -13,088 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.02M 303,620 -9,389 -3%
GA
19
GFS Advisors
Texas
$3.72M 281,335 – –
GBI
20
GP Brinson Investments
Illinois
$3.56M 268,909 – –
Goldman Sachs
21
Goldman Sachs
New York
$3.19M 240,831 -375,304 -61%
VanEck Associates
22
VanEck Associates
New York
$3.12M 235,703 +4,841 +2%
SWP
23
Significant Wealth Partners
Illinois
$2.84M 214,479 +214,479 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.7M 204,061 -22,706 -10%
Ameriprise
25
Ameriprise
Minnesota
$2.62M 196,898 -8,220 -4%
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