KKR REAL ESTATE FINANCE TRUST
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Long Pond Capital, LP | 1,563,088 | 5,733,513 | +4,170,425 | 1.51 | 3.59 | +2.08 | buy |
| Nokomis Capital, L.L.C. | 1,091,820 | 1,119,822 | +28,002 | 2.50 | 2.07 | -0.43 | buy |
| FOX RUN MANAGEMENT, L.L.C. | 17,220 | 45,149 | +27,929 | 0.02 | 0.05 | +0.03 | buy |
| Abel Hall, LLC | 20,190 | 40,264 | +20,074 | 0.04 | 0.05 | +0.01 | buy |
| Whetstone Capital Advisors, LLC | 26,609 | 38,108 | +11,499 | 0.07 | 0.09 | +0.02 | buy |
| KELLEHER FINANCIAL ADVISORS | 6,739 | 6,882 | +143 | 0.01 | 0.01 | -0.00 | buy |
| 1832 Asset Management L.P. | 23,758 | 23,750 | -8 | 0.00 | 0.00 | -0.00 | sell |
| Transce3nd, LLC | 931 | 823 | -108 | 0.06 | 0.04 | -0.02 | sell |
| CURA WEALTH ADVISORS, LLC | 100,672 | 100,515 | -157 | 0.31 | 0.28 | -0.04 | sell |
| CONDOR CAPITAL MANAGEMENT | 418,225 | 410,742 | -7,483 | 0.28 | 0.21 | -0.07 | sell |
| XML Financial, LLC | 36,300 | 28,650 | -7,650 | 0.02 | 0.01 | -0.01 | sell |
| Soltis Investment Advisors LLC | 28,361 | 12,689 | -15,672 | 0.02 | 0.01 | -0.01 | sell |
| WESTBOURNE INVESTMENTS, INC. | 43,900 | 18,000 | -25,900 | 0.17 | 0.05 | -0.12 | sell |
| GFS Advisors, LLC | 210,870 | 171,320 | -39,550 | 0.21 | 0.13 | -0.07 | sell |
| Lighthouse Investment Partners, LLC | 58,821 | 15,760 | -43,061 | 0.02 | 0.00 | -0.01 | sell |
| Beach Point Capital Management LP | 198,743 | 115,016 | -83,727 | 0.65 | 0.28 | -0.37 | sell |