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, Q4 2023
Institutional positions in KKR Real Estate Finance Trust Inc. as of Dec 31, 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
- 160
- +6 vs. Q3 2023
- Shares held
- 48.7M
- −702.0K (−1.4%) vs. Q3 2023
- Total value
- $646.9M
- +$58.0M (+9.8%) vs. Q3 2023
- New holders
- 23
- 48 more added
- Sold out
- 17
- 62 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding KKR Real Estate Finance Trust Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 48,152 | $637.0K | 0.01% | +6,365+15.2% | Added |
| CI Private Wealth, LLC | 49,700 | $657.5K | 0.00% | −475−0.9% | Reduced |
| Texas Permanent School Fund | 49,907 | $660.3K | 0.01% | +1,008+2.1% | Added |
| Gamco Investors, Inc. Et Al | 50,000 | $661.5K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 50,550 | $668.8K | 0.00% | +9,650+23.6% | Added |
| Great West Life Assurance Co | 50,618 | $669.0K | 0.00% | −4,213−7.7% | Reduced |
| Thrivent Financial for Lutherans | 51,882 | $686.0K | 0.00% | −1,221−2.3% | Reduced |
| UBS Asset Management Americas Inc | 53,261 | $704.6K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 55,845 | $738.8K | 0.00% | −6,175−10.0% | Reduced |
| State of Wisconsin Investment Board | 59,570 | $788.1K | 0.00% | +12,310+26.0% | Added |
| Arete Wealth Advisors, LLC | 60,634 | $802.2K | 0.06% | +6,112+11.2% | Added |
| Raymond James & Associates | 60,921 | $806.0K | 0.00% | −3,475−5.4% | Reduced |
| California State Teachers Retirement System | 62,038 | $820.8K | 0.00% | −2,819−4.3% | Reduced |
| XML Financial, LLC | 67,015 | $886.6K | 0.09% | −3,850−5.4% | Reduced |
| HST Ventures, LLC | 68,795 | $910.2K | 0.32% | −210,989−75.4% | Reduced |
| Credit Suisse AG | 72,273 | $956.2K | 0.00% | +2,697+3.9% | Added |
| Advisor Group Holdings, Inc. | 72,549 | $959.9K | 0.00% | −34,498−32.2% | Reduced |
| Algert Global LLC | 75,960 | $1.00M | 0.04% | +75,960 | New |
| Bank of America Corp | 85,032 | $1.12M | 0.00% | −31,674−27.1% | Reduced |
| Barclays PLC | 93,898 | $1.24M | 0.00% | +64,711+221.7% | Added |
| LPL Financial LLC | 102,442 | $1.36M | 0.00% | +13,080+14.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 105,414 | $1.39M | 0.00% | +34,538+48.7% | Added |
| Citadel Advisors LLC | 115,044 | $1.52M | 0.00% | +105,491+1,104.3% | Added |
| Swiss National Bank | 115,700 | $1.53M | 0.00% | −13,400−10.4% | Reduced |
| Public Sector Pension Investment Board | 120,822 | $1.60M | 0.01% | +49,074+68.4% | Added |
| Millennium Management LLC | 122,749 | $1.62M | 0.00% | −18,789−13.3% | Reduced |
| Prudential Financial Inc | 133,253 | $1.76M | 0.00% | +4,439+3.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 145,384 | $1.92M | 0.04% | +10,000+7.4% | Added |
| UBS Group AG | 152,992 | $2.02M | 0.00% | +37,357+32.3% | Added |
| Lido Advisors, LLC | 154,116 | $2.11M | 0.02% | +154,116 | New |
| Legal & General Group Plc | 159,342 | $2.11M | 0.00% | +2,531+1.6% | Added |
| Rhumbline Advisers | 185,072 | $2.45M | 0.00% | −1,912−1.0% | Reduced |
| Wells Fargo & Company | 188,207 | $2.49M | 0.00% | −3,543−1.8% | Reduced |
| Nuveen Asset Management, LLC | 191,392 | $2.55M | 0.00% | +8,361+4.6% | Added |
| AXS Investments LLC | 194,338 | $2.57M | 0.62% | −46,969−19.5% | Reduced |
| Ameriprise Financial Inc | 196,898 | $2.62M | 0.00% | −8,220−4.0% | Reduced |
| FMR LLC | 204,061 | $2.70M | 0.00% | −22,706−10.0% | Reduced |
| Significant Wealth Partners LLC | 214,479 | $2.84M | 2.07% | +214,479 | New |
| Van Eck Associates Corp | 235,703 | $3.12M | 0.01% | +4,841+2.1% | Added |
| Goldman Sachs Group Inc | 240,831 | $3.19M | 0.00% | −375,304−60.9% | Reduced |
| GP Brinson Investments LLC | 268,909 | $3.56M | 1.69% | 00.0% | Unchanged |
| GFS Advisors, LLC | 281,335 | $3.72M | 0.54% | 00.0% | Unchanged |
| Principal Financial Group Inc | 303,620 | $4.02M | 0.00% | −9,389−3.0% | Reduced |
| Bank of New York Mellon Corp | 420,890 | $5.57M | 0.00% | −13,088−3.0% | Reduced |
| Voya Investment Management LLC | 470,500 | $6.22M | 0.01% | −7,823−1.6% | Reduced |
| Allianz Asset Management GmbH | 545,212 | $7.21M | 0.01% | +19,100+3.6% | Added |
| Nicola Wealth Management Ltd. | 453,000 | $7.93M | 0.83% | 00.0% | Unchanged |
| Northern Trust Corp | 600,372 | $7.94M | 0.00% | +442+0.1% | Added |
| Stephens Inc | 680,366 | $9.00M | 0.16% | −64,055−8.6% | Reduced |
| JPMorgan Chase & Co | 739,215 | $9.78M | 0.00% | +78,298+11.8% | Added |
| Charles Schwab Investment Management Inc | 804,214 | $10.6M | 0.00% | +104,360+14.9% | Added |
| Morgan Stanley | 875,536 | $11.6M | 0.00% | −219,399−20.0% | Reduced |
| Invesco Ltd. | 1,196,131 | $15.8M | 0.00% | +872,154+269.2% | Added |
| Geode Capital Management, LLC | 1,299,527 | $17.2M | 0.00% | +58,395+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,970,181 | $26.1M | 0.05% | −107,126−5.2% | Reduced |
| State Street Corp | 2,315,197 | $31.6M | 0.00% | +30,577+1.3% | Added |
| Nan Shan Life Insurance Co., Ltd. | 3,079,453 | $40.7M | 0.98% | −283,350−8.4% | Reduced |
| Vanguard Group Inc | 5,766,753 | $76.3M | 0.00% | −5830.0% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 10,000,001 | $132.3M | 3.91% | 00.0% | Unchanged |
| BlackRock Inc. | 10,539,976 | $139.4M | 0.00% | +425,818+4.2% | Added |
| Aviva PLC | 0 | $0 | 0.00% | −134,295−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −51,113−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,270−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −44,275−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −38,447−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −35,402−100.0% | Sold out |
| JRM Investment Counsel, LLC | 0 | $0 | 0.00% | −33,030−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −15,454−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −13,002−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,767−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,772−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −7,870−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Claybrook Capital, LLC | – | – | – | – | Not filed |