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 $349.7M in total; no superinvestor holds it.
Other share classesKREF.PA
13F holders, Q3 2023
Institutional positions in KKR Real Estate Finance Trust Inc. as of Sep 30, 2023. 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
- 155
- +1 vs. Q2 2023
- Shares held
- 49.5M
- −928.5K (−1.8%) vs. Q2 2023
- Total value
- $590.7M
- −$24.2M (−3.9%) vs. Q2 2023
- New holders
- 11
- 59 more added
- Sold out
- 10
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 154 | $349.7M |
| Q1 2026 | 169 | $308.0M |
| Q4 2025 | 164 | $422.0M |
| Q3 2025 | 173 | $442.8M |
| Q2 2025 | 170 | $428.7M |
| Q1 2025 | 178 | $541.8M |
| Q4 2024 | 171 | $513.0M |
| Q3 2024 | 172 | $628.5M |
| Q2 2024 | 150 | $448.4M |
| Q1 2024 | 155 | $500.3M |
| Q4 2023 | 160 | $646.9M |
| Q3 2023 | 155 | $590.7M |
| Q2 2023 | 155 | $614.9M |
| Q1 2023 | 166 | $602.7M |
| Q4 2022 | 167 | $742.3M |
| Q3 2022 | 170 | $857.2M |
| Q2 2022 | 177 | $901.8M |
| Q1 2022 | 174 | $1.07B |
| Q4 2021 | 168 | $1.01B |
| Q3 2021 | 146 | $967.5M |
| Q2 2021 | 137 | $990.2M |
| Q1 2021 | 128 | $891.5M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding KKR Real Estate Finance Trust Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Relative Value Partners Group, LLC | 51,113 | $606.7K | 0.04% | −1,565−3.0% | Reduced |
| Thrivent Financial for Lutherans | 53,103 | $630.0K | 0.00% | −2,420−4.4% | Reduced |
| UBS Asset Management Americas Inc | 53,261 | $632.2K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 54,522 | $647.2K | 0.11% | +100.0% | Added |
| Great West Life Assurance Co | 54,831 | $650.0K | 0.00% | +4,921+9.9% | Added |
| Alliancebernstein L.P. | 62,020 | $736.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 64,396 | $764.4K | 0.00% | −5,064−7.3% | Reduced |
| California State Teachers Retirement System | 64,857 | $769.9K | 0.00% | −6,417−9.0% | Reduced |
| Credit Suisse AG | 69,576 | $825.9K | 0.00% | −1,798−2.5% | Reduced |
| XML Financial, LLC | 70,865 | $841.2K | 0.10% | −5,750−7.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,876 | $841.3K | 0.00% | −724−1.0% | Reduced |
| Public Sector Pension Investment Board | 71,748 | $851.6K | 0.01% | −31,273−30.4% | Reduced |
| Creative Planning | 72,646 | $862.3K | 0.00% | +45,970+172.3% | Added |
| LPL Financial LLC | 89,362 | $1.06M | 0.00% | +10,271+13.0% | Added |
| Advisor Group Holdings, Inc. | 107,047 | $1.27M | 0.00% | +31,758+42.2% | Added |
| UBS Group AG | 115,635 | $1.37M | 0.00% | −30,854−21.1% | Reduced |
| Bank of America Corp | 116,706 | $1.39M | 0.00% | +55,438+90.5% | Added |
| Prudential Financial Inc | 128,814 | $1.53M | 0.00% | −7,620−5.6% | Reduced |
| Swiss National Bank | 129,100 | $1.53M | 0.00% | +1,300+1.0% | Added |
| Aviva PLC | 134,295 | $1.59M | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 135,384 | $1.61M | 0.04% | +29,023+27.3% | Added |
| Millennium Management LLC | 141,538 | $1.68M | 0.00% | +108,273+325.5% | Added |
| Claybrook Capital, LLC | 154,116 | $1.83M | 1.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 156,811 | $1.86M | 0.00% | −4,989−3.1% | Reduced |
| Nuveen Asset Management, LLC | 183,031 | $2.17M | 0.00% | −2,364−1.3% | Reduced |
| Rhumbline Advisers | 186,984 | $2.22M | 0.00% | +348+0.2% | Added |
| Wells Fargo & Company | 191,750 | $2.28M | 0.00% | +20,964+12.3% | Added |
| Ameriprise Financial Inc | 205,118 | $2.45M | 0.00% | −24,376−10.6% | Reduced |
| FMR LLC | 226,767 | $2.69M | 0.00% | +7,926+3.6% | Added |
| Van Eck Associates Corp | 230,862 | $2.74M | 0.01% | −76,555−24.9% | Reduced |
| AXS Investments LLC | 241,307 | $2.86M | 0.74% | +198,005+457.3% | Added |
| GP Brinson Investments LLC | 268,909 | $3.19M | 2.44% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 276,857 | $3.29M | 0.67% | −834−0.3% | Reduced |
| HST Ventures, LLC | 279,784 | $3.32M | 1.19% | +25,376+10.0% | Added |
| GFS Advisors, LLC | 281,335 | $3.34M | 0.52% | +70,825+33.6% | Added |
| Principal Financial Group Inc | 313,009 | $3.72M | 0.00% | −16,824−5.1% | Reduced |
| Invesco Ltd. | 323,977 | $3.85M | 0.00% | +49,682+18.1% | Added |
| Bank of New York Mellon Corp | 433,978 | $5.15M | 0.00% | −29,722−6.4% | Reduced |
| Voya Investment Management LLC | 478,323 | $5.68M | 0.01% | +87,446+22.4% | Added |
| Allianz Asset Management GmbH | 526,112 | $6.24M | 0.01% | −759,488−59.1% | Reduced |
| Northern Trust Corp | 599,930 | $7.12M | 0.00% | −3,069−0.5% | Reduced |
| Nicola Wealth Management Ltd. | 453,000 | $7.27M | 0.78% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 616,135 | $7.31M | 0.00% | −150,547−19.6% | Reduced |
| JPMorgan Chase & Co | 660,917 | $7.85M | 0.00% | +2,003+0.3% | Added |
| Charles Schwab Investment Management Inc | 699,854 | $8.31M | 0.00% | +109,995+18.6% | Added |
| Stephens Inc | 744,421 | $8.84M | 0.17% | −192,347−20.5% | Reduced |
| Morgan Stanley | 1,094,935 | $13.0M | 0.00% | +31,180+2.9% | Added |
| Balyasny Asset Management LLC | 1,109,546 | $13.2M | 0.04% | −213,679−16.1% | Reduced |
| Geode Capital Management, LLC | 1,241,132 | $14.7M | 0.00% | +42,984+3.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,077,307 | $24.7M | 0.05% | −37,991−1.8% | Reduced |
| State Street Corp | 2,284,620 | $28.1M | 0.00% | +58,853+2.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 3,362,803 | $39.9M | 1.09% | −137,197−3.9% | Reduced |
| Vanguard Group Inc | 5,767,336 | $68.5M | 0.00% | +5,289+0.1% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 10,000,001 | $118.7M | 4.17% | 00.0% | Unchanged |
| BlackRock Inc. | 10,114,158 | $120.1M | 0.00% | −201,600−2.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,799−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −17,146−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,449−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,308−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,343−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −6,139−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |