KKR Real Estate FIN TR Inc

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Piper Sandler & Co.

INCREASED

Shares13,246,000 from 11,164,000

Change+2,082,000 (+19%)

Value$13.1M (+$2.2M)

Filed 2023-05-11

Lazard Asset Management LLC

DECREASED

Shares10,124,000 from 10,374,000

Change-250,000 (-2%)

Value$10.1K (-$160)

Filed 2023-05-15

Walleye Capital LLC

DECREASED

Shares9,931,000 from 14,163,000

Change-4,232,000 (-30%)

Value$9.9M (-$4.1M)

Filed 2023-05-15

BNP Paribas Financial Markets

DECREASED

Shares5,880,000 from 5,983,000

Change-103,000 (-2%)

Value$5.9M (-$34.6K)

Filed 2023-05-12

SSI Investment Management LLC

INCREASED

Shares4,864,000 from 3,614,000

Change+1,250,000 (+35%)

Value$4.8M (+$1.3M)

Filed 2023-05-15

Toronto Dominion Bank

UNCHANGED

Shares4,532,000 from 4,532,000

Change0 (0%)

Value$4.5K (+$22)

Filed 2023-05-11

Westwood Holdings Group Inc

UNCHANGED

Shares4,000,000 from 4,000,000

Change0 (0%)

Value$4.1K (+$107)

Filed 2023-05-12

Palisade Capital Management, LP

DECREASED

Shares2,726,000 from 2,736,000

Change-10,000 (0%)

Value$2.7M (-$5.3K)

Filed 2023-05-08

Oaktree Capital Management LP

DECREASED

Shares1,780,000 from 14,335,000

Change-12,555,000 (-88%)

Value$1.8M (-$12.4M)

Filed 2023-08-25

Skaana Management L.P.

NEW

Shares1,000,000

Change+1,000,000

Value$990.0K

Filed 2023-05-15

Schroder Investment Management Group

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$990.0K (+$8.6K)

Filed 2023-05-11

Russell Investments Group, Ltd.

DECREASED

Shares720,000 from 3,340,000

Change-2,620,000 (-78%)

Value$734.2K (-$2.6M)

Filed 2023-05-09

Seelaus Asset Management LLC

INCREASED

Shares452,000 from 302,000

Change+150,000 (+50%)

Value$455 (+$153)

Filed 2023-04-19

Cutler Capital Management, LLC

UNCHANGED

Shares195,000 from 195,000

Change0 (0%)

Value$193.1K (+$1.7K)

Filed 2023-05-12

Sculati Wealth Management, LLC

UNCHANGED

Shares165,000 from 165,000

Change0 (0%)

Value$166.2K (+$166.0K)

Filed 2023-05-05

Raymond James & Associates

UNCHANGED

Shares150,000 from 150,000

Change0 (0%)

Value$148.5K (+$1.3K)

Filed 2023-04-14

Kelleher Financial Advisors

UNCHANGED

Shares96,000 from 96,000

Change0 (0%)

Value$95.0K (+$824)

Filed 2024-04-25

Graham Capital Wealth Management, LLC

NEW

Shares93,000

Change+93,000

Value$920.7K

Filed 2023-05-10

Advisory Services Network, LLC

INCREASED

Shares42,000 from 15,000

Change+27,000 (+180%)

Value$41.6K (+$26.9K)

Filed 2023-05-17

Morgan Stanley

INCREASED

Shares32,000 from 6,000

Change+26,000 (+433%)

Value$31.7K (+$25.8K)

Filed 2023-05-15

Stifel Financial Corp

INCREASED

Shares30,690 from 24,536

Change+6,154 (+25%)

Value$30.7K (+$6.2K)

Filed 2023-05-12

AlphaCentric Advisors LLC

NEW

Shares30,000

Change+30,000

Value$29.9K

Filed 2023-05-12

Goldstein Advisors, LLC

DECREASED

Shares30,000 from 39,000

Change-9,000 (-23%)

Value$29.7K (-$8.3K)

Filed 2023-05-09

Gladstone Institutional Advisory LLC

NEW

Shares20,000

Change+20,000

Value$19.8K

Filed 2023-05-12

Independent Wealth Network Inc.

NEW

Shares15,000

Change+15,000

Value$14.9K

Filed 2023-04-18

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.9K (+$103)

Filed 2023-05-15

Laffer Tengler Investments, Inc.

DECREASED

Shares3,236 from 3,241

Change-5 (0%)

Value$3.4M (+$129.1K)

Filed 2023-05-09

Thrivent Financial for Lutherans

CLOSED

Shares0 from 4,800,000

Change-4,800,000 (-100%)

Value$0 (-$4.7K)

Filed 2023-05-17

AGF Management LTD

CLOSED

Shares0 from 2,250,000

Change-2,250,000 (-100%)

Value$0 (-$2.2M)

Filed 2023-05-02

JPMorgan Chase & Co

CLOSED

Shares0 from 1,900,000

Change-1,900,000 (-100%)

Value$0 (-$1.9K)

Filed 2023-05-18

FMR LLC

CLOSED

Shares0 from 77,000

Change-77,000 (-100%)

Value$0 (-$75.6K)

Filed 2026-11-05

Royal Bank of Canada

CLOSED

Shares0 from 16,000

Change-16,000 (-100%)

Value$0 (-$16.0K)

Filed 2023-05-15

Wellesley Asset Management

CLOSED

Shares0 from 220

Change-220 (-100%)

Value$0 (-$216)

Filed 2023-05-15

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-05-15

	Status
Piper Sandler & Co.	INCREASED	13,246,000	11,164,000	+2,082,000	+19%	$11.0M	$13.1M	+$2.2M	2023-05-11
Lazard Asset Management LLC	DECREASED	10,124,000	10,374,000	-250,000	-2%	$10.2K	$10.1K	-$160	2023-05-15
Walleye Capital LLC	DECREASED	9,931,000	14,163,000	-4,232,000	-30%	$14.0M	$9.9M	-$4.1M	2023-05-15
BNP Paribas Financial Markets	DECREASED	5,880,000	5,983,000	-103,000	-2%	$5.9M	$5.9M	-$34.6K	2023-05-12
SSI Investment Management LLC	INCREASED	4,864,000	3,614,000	+1,250,000	+35%	$3.5M	$4.8M	+$1.3M	2023-05-15
Toronto Dominion Bank	UNCHANGED	4,532,000	4,532,000	0	0%	$4.5K	$4.5K	+$22	2023-05-11
Westwood Holdings Group Inc	UNCHANGED	4,000,000	4,000,000	0	0%	$4.0K	$4.1K	+$107	2023-05-12
Palisade Capital Management, LP	DECREASED	2,726,000	2,736,000	-10,000	0%	$2.7M	$2.7M	-$5.3K	2023-05-08
Oaktree Capital Management LP	DECREASED	1,780,000	14,335,000	-12,555,000	-88%	$14.1M	$1.8M	-$12.4M	2023-08-25
Skaana Management L.P.	NEW	1,000,000	—	+1,000,000	—	—	$990.0K	—	2023-05-15
Schroder Investment Management Group	UNCHANGED	1,000,000	1,000,000	0	0%	$981.4K	$990.0K	+$8.6K	2023-05-11
Russell Investments Group, Ltd.	DECREASED	720,000	3,340,000	-2,620,000	-78%	$3.3M	$734.2K	-$2.6M	2023-05-09
Seelaus Asset Management LLC	INCREASED	452,000	302,000	+150,000	+50%	$302	$455	+$153	2023-04-19
Cutler Capital Management, LLC	UNCHANGED	195,000	195,000	0	0%	$191.4K	$193.1K	+$1.7K	2023-05-12
Sculati Wealth Management, LLC	UNCHANGED	165,000	165,000	0	0%	$165	$166.2K	+$166.0K	2023-05-05
Raymond James & Associates	UNCHANGED	150,000	150,000	0	0%	$147.2K	$148.5K	+$1.3K	2023-04-14
Kelleher Financial Advisors	UNCHANGED	96,000	96,000	0	0%	$94.2K	$95.0K	+$824	2024-04-25
Graham Capital Wealth Management, LLC	NEW	93,000	—	+93,000	—	—	$920.7K	—	2023-05-10
Advisory Services Network, LLC	INCREASED	42,000	15,000	+27,000	+180%	$14.7K	$41.6K	+$26.9K	2023-05-17
Morgan Stanley	INCREASED	32,000	6,000	+26,000	+433%	$5.9K	$31.7K	+$25.8K	2023-05-15
Stifel Financial Corp	INCREASED	30,690	24,536	+6,154	+25%	$24.5K	$30.7K	+$6.2K	2023-05-12
AlphaCentric Advisors LLC	NEW	30,000	—	+30,000	—	—	$29.9K	—	2023-05-12
Goldstein Advisors, LLC	DECREASED	30,000	39,000	-9,000	-23%	$38.0K	$29.7K	-$8.3K	2023-05-09
Gladstone Institutional Advisory LLC	NEW	20,000	—	+20,000	—	—	$19.8K	—	2023-05-12
Independent Wealth Network Inc.	NEW	15,000	—	+15,000	—	—	$14.9K	—	2023-04-18
Northwestern Mutual Wealth Management Co	UNCHANGED	12,000	12,000	0	0%	$11.8K	$11.9K	+$103	2023-05-15
Laffer Tengler Investments, Inc.	DECREASED	3,236	3,241	-5	0%	$3.2M	$3.4M	+$129.1K	2023-05-09
Thrivent Financial for Lutherans	CLOSED	0	4,800,000	-4,800,000	-100%	$4.7K	$0	-$4.7K	2023-05-17
AGF Management LTD	CLOSED	0	2,250,000	-2,250,000	-100%	$2.2M	$0	-$2.2M	2023-05-02
JPMorgan Chase & Co	CLOSED	0	1,900,000	-1,900,000	-100%	$1.9K	$0	-$1.9K	2023-05-18
FMR LLC	CLOSED	0	77,000	-77,000	-100%	$75.6K	$0	-$75.6K	2026-11-05
Royal Bank of Canada	CLOSED	0	16,000	-16,000	-100%	$16.0K	$0	-$16.0K	2023-05-15
Wellesley Asset Management	CLOSED	0	220	-220	-100%	$216	$0	-$216	2023-05-15
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-05-15

Showing 34 of 34 institutions