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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 $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.

Institutional holdersQ4 2023: 160 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 heldQ4 2023: $646.9M
Q1 2021: $891.5MQ2 2021: $990.2MQ3 2021: $967.5MQ4 2021: $1.01BQ1 2022: $1.07BQ2 2022: $901.8MQ3 2022: $857.2MQ4 2022: $742.3MQ1 2023: $602.7MQ2 2023: $614.9MQ3 2023: $590.7MQ4 2023: $646.9MQ1 2024: $500.3MQ2 2024: $448.4MQ3 2024: $628.5MQ4 2024: $513.0MQ1 2025: $541.8MQ2 2025: $428.7MQ3 2025: $442.8MQ4 2025: $422.0MQ1 2026: $308.0MQ2 2026: $349.7M
Institutions holding KREF and their total value by quarter
QuarterHoldersValue
Q2 2026154$349.7M
Q1 2026169$308.0M
Q4 2025164$422.0M
Q3 2025173$442.8M
Q2 2025170$428.7M
Q1 2025178$541.8M
Q4 2024171$513.0M
Q3 2024172$628.5M
Q2 2024150$448.4M
Q1 2024155$500.3M
Q4 2023160$646.9M
Q3 2023155$590.7M
Q2 2023155$614.9M
Q1 2023166$602.7M
Q4 2022167$742.3M
Q3 2022170$857.2M
Q2 2022177$901.8M
Q1 2022174$1.07B
Q4 2021168$1.01B
Q3 2021146$967.5M
Q2 2021137$990.2M
Q1 2021128$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.

Institutions holding KREF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC48,152$637.0K0.01%+6,365+15.2%Added
CI Private Wealth, LLC49,700$657.5K0.00%−475−0.9%Reduced
Texas Permanent School Fund49,907$660.3K0.01%+1,008+2.1%Added
Gamco Investors, Inc. Et Al50,000$661.5K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc50,550$668.8K0.00%+9,650+23.6%Added
Great West Life Assurance Co50,618$669.0K0.00%−4,213−7.7%Reduced
Thrivent Financial for Lutherans51,882$686.0K0.00%−1,221−2.3%Reduced
UBS Asset Management Americas Inc53,261$704.6K0.00%00.0%Unchanged
Alliancebernstein L.P.55,845$738.8K0.00%−6,175−10.0%Reduced
State of Wisconsin Investment Board59,570$788.1K0.00%+12,310+26.0%Added
Arete Wealth Advisors, LLC60,634$802.2K0.06%+6,112+11.2%Added
Raymond James & Associates60,921$806.0K0.00%−3,475−5.4%Reduced
California State Teachers Retirement System62,038$820.8K0.00%−2,819−4.3%Reduced
XML Financial, LLC67,015$886.6K0.09%−3,850−5.4%Reduced
HST Ventures, LLC68,795$910.2K0.32%−210,989−75.4%Reduced
Credit Suisse AG72,273$956.2K0.00%+2,697+3.9%Added
Advisor Group Holdings, Inc.72,549$959.9K0.00%−34,498−32.2%Reduced
Algert Global LLC75,960$1.00M0.04%+75,960New
Bank of America Corp85,032$1.12M0.00%−31,674−27.1%Reduced
Barclays PLC93,898$1.24M0.00%+64,711+221.7%Added
LPL Financial LLC102,442$1.36M0.00%+13,080+14.6%Added
Raymond James Financial Services Advisors, Inc.105,414$1.39M0.00%+34,538+48.7%Added
Citadel Advisors LLC115,044$1.52M0.00%+105,491+1,104.3%Added
Swiss National Bank115,700$1.53M0.00%−13,400−10.4%Reduced
Public Sector Pension Investment Board120,822$1.60M0.01%+49,074+68.4%Added
Millennium Management LLC122,749$1.62M0.00%−18,789−13.3%Reduced
Prudential Financial Inc133,253$1.76M0.00%+4,439+3.4%Added
BI Asset Management Fondsmaeglerselskab A/S145,384$1.92M0.04%+10,000+7.4%Added
UBS Group AG152,992$2.02M0.00%+37,357+32.3%Added
Lido Advisors, LLC154,116$2.11M0.02%+154,116New
Legal & General Group Plc159,342$2.11M0.00%+2,531+1.6%Added
Rhumbline Advisers185,072$2.45M0.00%−1,912−1.0%Reduced
Wells Fargo & Company188,207$2.49M0.00%−3,543−1.8%Reduced
Nuveen Asset Management, LLC191,392$2.55M0.00%+8,361+4.6%Added
AXS Investments LLC194,338$2.57M0.62%−46,969−19.5%Reduced
Ameriprise Financial Inc196,898$2.62M0.00%−8,220−4.0%Reduced
FMR LLC204,061$2.70M0.00%−22,706−10.0%Reduced
Significant Wealth Partners LLC214,479$2.84M2.07%+214,479New
Van Eck Associates Corp235,703$3.12M0.01%+4,841+2.1%Added
Goldman Sachs Group Inc240,831$3.19M0.00%−375,304−60.9%Reduced
GP Brinson Investments LLC268,909$3.56M1.69%00.0%Unchanged
GFS Advisors, LLC281,335$3.72M0.54%00.0%Unchanged
Principal Financial Group Inc303,620$4.02M0.00%−9,389−3.0%Reduced
Bank of New York Mellon Corp420,890$5.57M0.00%−13,088−3.0%Reduced
Voya Investment Management LLC470,500$6.22M0.01%−7,823−1.6%Reduced
Allianz Asset Management GmbH545,212$7.21M0.01%+19,100+3.6%Added
Nicola Wealth Management Ltd.453,000$7.93M0.83%00.0%Unchanged
Northern Trust Corp600,372$7.94M0.00%+442+0.1%Added
Stephens Inc680,366$9.00M0.16%−64,055−8.6%Reduced
JPMorgan Chase & Co739,215$9.78M0.00%+78,298+11.8%Added
Charles Schwab Investment Management Inc804,214$10.6M0.00%+104,360+14.9%Added
Morgan Stanley875,536$11.6M0.00%−219,399−20.0%Reduced
Invesco Ltd.1,196,131$15.8M0.00%+872,154+269.2%Added
Geode Capital Management, LLC1,299,527$17.2M0.00%+58,395+4.7%Added
Mirae Asset Global Investments Co., Ltd.1,970,181$26.1M0.05%−107,126−5.2%Reduced
State Street Corp2,315,197$31.6M0.00%+30,577+1.3%Added
Nan Shan Life Insurance Co., Ltd.3,079,453$40.7M0.98%−283,350−8.4%Reduced
Vanguard Group Inc5,766,753$76.3M0.00%−5830.0%Reduced
Kohlberg Kravis Roberts & Co. L.P.10,000,001$132.3M3.91%00.0%Unchanged
BlackRock Inc.10,539,976$139.4M0.00%+425,818+4.2%Added
Aviva PLC0$00.00%−134,295−100.0%Sold out
Relative Value Partners Group, LLC0$00.00%−51,113−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−50,270−100.0%Sold out
Nebula Research & Development LLC0$00.00%−44,275−100.0%Sold out
HighTower Advisors, LLC0$00.00%−38,447−100.0%Sold out
SG Americas Securities, LLC0$00.00%−35,402−100.0%Sold out
JRM Investment Counsel, LLC0$00.00%−33,030−100.0%Sold out
Carret Asset Management, LLC0$00.00%−16,700−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−15,454−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−13,002−100.0%Sold out
HRT Financial LP0$00.00%−11,767−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−10,772−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,040−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−7,870−100.0%Sold out
Simplex Trading, LLC0$00.00%−292−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−100−100.0%Sold out
Bessemer Group Inc0$00.00%−104−100.0%Sold out
Claybrook Capital, LLC––––Not filed