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KKR Real Estate Finance Trust Inc.

KREF
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001631596

No open-market purchases or sales by KKR Real Estate Finance Trust Inc. insiders were filed in the last 90 days; 154 institutions reported holding it in 13F filings for Q2 2026, worth $350.8M in total; no superinvestor holds it.

Other share classesKREF.PA

13F holders, Q2 2026

Institutional positions in KKR Real Estate Finance Trust Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
154
−12 vs. Q1 2026
Shares held
51.3M
+1.42M (+2.8%) vs. Q1 2026
Total value
$350.8M
+$41.4M (+13.4%) vs. Q1 2026
New holders
33
52 more added
Sold out
45
48 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting KREF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 154 institutions
Q1 2021: 128 institutionsQ2 2021: 137 institutionsQ3 2021: 146 institutionsQ4 2021: 168 institutionsQ1 2022: 174 institutionsQ2 2022: 177 institutionsQ3 2022: 170 institutionsQ4 2022: 167 institutionsQ1 2023: 166 institutionsQ2 2023: 155 institutionsQ3 2023: 155 institutionsQ4 2023: 160 institutionsQ1 2024: 155 institutionsQ2 2024: 150 institutionsQ3 2024: 172 institutionsQ4 2024: 171 institutionsQ1 2025: 178 institutionsQ2 2025: 170 institutionsQ3 2025: 173 institutionsQ4 2025: 164 institutionsQ1 2026: 169 institutionsQ2 2026: 154 institutions
Value heldQ2 2026: $350.8M
Q1 2021: $891.5MQ2 2021: $990.2MQ3 2021: $967.5MQ4 2021: $1.01BQ1 2022: $1.11BQ2 2022: $901.8MQ3 2022: $857.2MQ4 2022: $743.2MQ1 2023: $605.3MQ2 2023: $614.9MQ3 2023: $590.7MQ4 2023: $668.2MQ1 2024: $522.4MQ2 2024: $454.5MQ3 2024: $635.3MQ4 2024: $513.0MQ1 2025: $545.4MQ2 2025: $429.9MQ3 2025: $448.0MQ4 2025: $422.0MQ1 2026: $311.7MQ2 2026: $350.8M
Institutions holding KREF and their total value by quarter
QuarterHoldersValue
Q2 2026154$350.8M
Q1 2026169$311.7M
Q4 2025164$422.0M
Q3 2025173$448.0M
Q2 2025170$429.9M
Q1 2025178$545.4M
Q4 2024171$513.0M
Q3 2024172$635.3M
Q2 2024150$454.5M
Q1 2024155$522.4M
Q4 2023160$668.2M
Q3 2023155$590.7M
Q2 2023155$614.9M
Q1 2023166$605.3M
Q4 2022167$743.2M
Q3 2022170$857.2M
Q2 2022177$901.8M
Q1 2022174$1.11B
Q4 2021168$1.01B
Q3 2021146$967.5M
Q2 2021137$990.2M
Q1 2021128$891.5M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding KKR Real Estate Finance Trust Inc.; share changes are against Q1 2026.

Institutions holding KREF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Kohlberg Kravis Roberts & Co. L.P.10,000,001$68.4M1.20%00.0%Unchanged
BlackRock, Inc.5,898,946$40.3M0.00%+365,925+6.6%Added
Long Pond Capital, LP5,813,201$39.8M4.17%+79,688+1.4%Added
UBS Group AG3,641,056$24.9M0.00%+3,397,148+1,392.8%Added
Nomura Holdings Inc2,704,317$18.5M0.08%−170,980−5.9%Reduced
Vanguard Capital Management LLC2,284,174$15.6M0.00%−42,834−1.8%Reduced
Dimension Capital Management LLC1,588,196$10.9M1.27%+1,588,196New
Geode Capital Management, LLC1,409,981$9.65M0.00%+84,600+6.4%Added
Morgan Stanley1,290,211$8.83M0.00%+538,158+71.6%Added
State Street Corp1,180,293$8.19M0.00%−98,059−7.7%Reduced
Millennium Management LLC969,954$6.63M0.00%−508,197−34.4%Reduced
Charles Schwab Investment Management Inc958,932$6.56M0.00%−74,367−7.2%Reduced
AQR Capital Management LLC859,781$5.88M0.00%+792,407+1,176.1%Added
Goldman Sachs Group Inc729,036$4.99M0.00%+88,273+13.8%Added
Two Sigma Investments, LP643,206$4.40M0.00%−298,995−31.7%Reduced
Norges Bank635,000$4.34M0.00%+635,000New
Qube Research & Technologies Ltd601,842$4.12M0.00%+161,578+36.7%Added
Northern Trust Corp598,251$4.09M0.00%+83,210+16.2%Added
Jane Street Group, LLC585,212$4.00M0.00%+286,178+95.7%Added
Wells Fargo & Company557,842$3.82M0.00%+432,319+344.4%Added
Van Eck Associates Corp517,167$3.54M0.00%+49,353+10.5%Added
Vanguard Portfolio Management LLC450,131$3.08M0.00%+39,695+9.7%Added
Nokomis Capital, L.L.C.435,600$2.98M1.09%−684,222−61.1%Reduced
Bank of America Corp401,115$2.74M0.00%+190,818+90.7%Added
Vanguard Fiduciary Trust Co355,615$2.43M0.00%+10,943+3.2%Added
Jain Global LLC328,535$2.25M0.03%+328,535New
Quantinno Capital Management LP326,398$2.23M0.00%+206,180+171.5%Added
XTX Topco Ltd326,188$2.23M0.03%+178,427+120.8%Added
Citadel Advisors LLC321,125$2.20M0.00%−594,111−64.9%Reduced
BNP Paribas Arbitrage, SA265,264$1.81M0.00%+63,820+31.7%Added
JPMorgan Chase & Co237,403$1.68M0.00%−64,053−21.2%Reduced
D. E. Shaw & Co., Inc.244,113$1.67M0.00%−48,976−16.7%Reduced
Nuveen, LLC210,047$1.44M0.00%+33,643+19.1%Added
CI Private Wealth, LLC201,963$1.38M0.00%+136,869+210.3%Added
One William Street Capital Management, L.P.202,000$1.38M3.27%+202,000New
Invesco Ltd.192,254$1.32M0.00%−1,793−0.9%Reduced
Bank of New York Mellon Corp178,361$1.22M0.00%+14,618+8.9%Added
GFS Advisors, LLC160,205$1.11M0.06%−19,209−10.7%Reduced
Price T Rowe Associates Inc158,420$1.08M0.00%+49,117+44.9%Added
FMR LLC154,253$1.06M0.00%−149,497−49.2%Reduced
ExodusPoint Capital Management, LP149,351$1.02M0.01%−148,373−49.8%Reduced
Stifel Financial Corp118,200$808.5K0.00%+27,500+30.3%Added
Beach Point Capital Management LP115,016$786.7K0.31%00.0%Unchanged
Cura Wealth Advisors, LLC100,757$689.2K0.29%+242+0.2%Added
LPL Financial LLC90,934$622.0K0.00%−5,445−5.6%Reduced
Toroso Investments, LLC88,997$608.7K0.00%+88,997New
EntryPoint Capital, LLC87,496$598.5K0.15%+20,075+29.8%Added
HSBC Holdings PLC82,629$568.9K0.00%+37,130+81.6%Added
State of Wisconsin Investment Board78,663$538.1K0.00%+78,663New
Wedbush Securities Inc77,165$528.0K0.01%−8,150−9.6%Reduced
Squarepoint Ops LLC75,155$514.1K0.00%+24,486+48.3%Added
BI Asset Management Fondsmaeglerselskab A/S72,073$493.0K0.00%−214,988−74.9%Reduced
Rhumbline Advisers69,339$474.3K0.00%+648+0.9%Added
Raymond James Financial Inc61,223$418.8K0.00%+3,255+5.6%Added
Ieq Capital, LLC58,401$399.5K0.00%+58,401New
Deutsche Bank AG52,820$361.3K0.00%+33,654+175.6%Added
Alliancebernstein L.P.54,700$334.8K0.00%+16,000+41.3%Added
Susquehanna International Group, LLP47,500$324.9K0.00%−98,674−67.5%Reduced
Mercer Global Advisors Inc42,328$289.5K0.00%+42,328New
Abel Hall, LLC42,250$289.0K0.05%+1,986+4.9%Added
Caxton Associates LLP39,088$267.4K0.01%−6,177−13.6%Reduced
Russell Investments Group, Ltd.38,970$266.6K0.00%+30,781+375.9%Added
Whetstone Capital Advisors, LLC38,108$260.7K0.07%00.0%Unchanged
Manufacturers Life Insurance Company, The37,193$254.4K0.00%−539−1.4%Reduced
Royal Bank of Canada36,810$252.0K0.00%+14,368+64.0%Added
Lido Advisors, LLC34,334$238.3K0.00%−34,410−50.1%Reduced
SG Americas Securities, LLC33,657$230.0K0.00%+33,657New
Advisor Group Holdings, Inc.32,500$222.3K0.00%−570−1.7%Reduced
Barclays PLC32,447$221.9K0.00%−14,668−31.1%Reduced
MetLife Investment Management31,183$213.3K0.00%+8,028+34.7%Added
Balyasny Asset Management LLC30,828$210.9K0.00%−245,663−88.9%Reduced
Atom Investors LP30,613$209.4K0.02%−57,984−65.4%Reduced
Mariner, LLC30,150$206.3K0.00%+30,150New
Wealth Enhancement Advisory Services, LLC27,225$200.4K0.00%+27,225New
Fox Run Management, L.L.C.27,422$187.6K0.03%−17,727−39.3%Reduced
SRS Capital Advisors, Inc.27,132$185.6K0.00%+27,132New
Sequoia Financial Advisors, LLC26,775$183.1K0.00%+26,775New
Tudor Investment Corp Et Al26,034$178.1K0.00%+26,034New
Citigroup Inc25,814$176.6K0.00%−53,514−67.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.24,928$170.5K0.00%−1,354−5.2%Reduced
Creative Planning24,787$169.5K0.00%+12,512+101.9%Added
Catalyst Funds Management Pty Ltd23,494$160.7K0.01%−5,350−18.5%Reduced
Steward Partners Investment Advisory, LLC22,862$156.4K0.00%+22,862New
Vanguard Global Advisers, LLC21,398$146.4K0.00%00.0%Unchanged
Optiver Holding B.V.19,367$132.5K0.00%−4,844−20.0%Reduced
Westbourne Investments, Inc.18,000$123.1K0.05%00.0%Unchanged
Parallel Advisors, LLC17,941$122.7K0.00%+4,103+29.7%Added
Police & Firemen's Retirement System of New Jersey17,417$119.1K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System16,821$115.1K0.00%00.0%Unchanged
Lighthouse Investment Partners, LLC15,760$107.8K0.00%00.0%Unchanged
Neuberger Berman Group LLC15,181$103.8K0.00%+15,181New
The PNC Financial Services Group, Inc.15,084$103.2K0.00%+7,848+108.5%Added
Franklin Resources Inc14,557$99.6K0.00%−4,601−24.0%Reduced
Wall Street Access Asset Management, LLC14,126$96.8K0.01%+7,244+105.3%Added
Brighton Jones LLC13,590$93.0K0.00%+13,590New
Intech Investment Management LLC13,046$89.2K0.00%+70+0.5%Added
New York State Common Retirement Fund13,037$89.2K0.00%00.0%Unchanged
Voya Investment Management LLC12,264$83.9K0.00%−54,746−81.7%Reduced
Rockefeller Capital Management L.P.12,000$82.1K0.00%−14,358−54.5%Reduced
Graham Capital Management, L.P.11,559$79.1K0.00%−8,797−43.2%Reduced