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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, Q1 2024

Institutional positions in KKR Real Estate Finance Trust Inc. as of Mar 31, 2024. 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
−4 vs. Q4 2023
Shares held
51.5M
+1.17M (+2.3%) vs. Q4 2023
Total value
$522.4M
−$145.9M (−21.8%) vs. Q4 2023
New holders
24
49 more added
Sold out
28
62 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 155 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 heldQ1 2024: $522.4M
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, Q1 2024

Shares, value and share of portfolio for each institution holding KKR Real Estate Finance Trust Inc.; share changes are against Q4 2023.

Institutions holding KREF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.10,414,825$104.8M0.00%−125,151−1.2%Reduced
Kohlberg Kravis Roberts & Co. L.P.10,000,001$100.6M2.59%00.0%Unchanged
Vanguard Group Inc5,750,980$57.9M0.00%−15,773−0.3%Reduced
Nan Shan Life Insurance Co., Ltd.3,079,453$31.0M0.73%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.2,148,784$24.2M0.05%+178,603+9.1%Added
State Street Corp2,313,103$23.9M0.00%−2,094−0.1%Reduced
Morgan Stanley2,160,441$21.7M0.00%+409,369+23.4%Added
JPMorgan Chase & Co1,506,180$15.2M0.00%+27,750+1.9%Added
Invesco Ltd.1,494,240$15.0M0.00%+298,109+24.9%Added
Geode Capital Management, LLC1,325,762$13.3M0.00%+26,235+2.0%Added
Balyasny Asset Management LLC985,661$9.92M0.03%+939,839+2,051.1%Added
Charles Schwab Investment Management Inc874,350$8.80M0.00%+70,136+8.7%Added
Stephens Inc639,464$6.43M0.10%−40,902−6.0%Reduced
Nicola Wealth Management Ltd.453,000$6.17M0.60%00.0%Unchanged
Northern Trust Corp582,351$5.86M0.00%−18,021−3.0%Reduced
Voya Investment Management LLC485,624$4.89M0.00%+15,124+3.2%Added
Bank of New York Mellon Corp403,563$4.06M0.00%−17,327−4.1%Reduced
Principal Financial Group Inc346,350$3.48M0.00%+42,730+14.1%Added
GFS Advisors, LLC281,335$2.83M0.47%00.0%Unchanged
Goldman Sachs Group Inc273,743$2.75M0.00%+32,912+13.7%Added
Van Eck Associates Corp272,002$2.74M0.00%+36,299+15.4%Added
GP Brinson Investments LLC268,909$2.71M1.16%00.0%Unchanged
Significant Wealth Partners LLC259,787$2.61M1.72%+45,308+21.1%Added
FMR LLC230,511$2.32M0.00%+26,450+13.0%Added
Renaissance Technologies LLC214,600$2.16M0.00%+214,600New
BI Asset Management Fondsmaeglerselskab A/S212,100$2.13M0.04%+66,716+45.9%Added
Rhumbline Advisers184,860$1.86M0.00%−212−0.1%Reduced
Ameriprise Financial Inc178,811$1.80M0.00%−18,087−9.2%Reduced
AXS Investments LLC170,894$1.72M0.41%−23,444−12.1%Reduced
D. E. Shaw & Co., Inc.165,196$1.66M0.00%+143,061+646.3%Added
Legal & General Group Plc162,478$1.63M0.00%+3,136+2.0%Added
UBS Group AG151,689$1.53M0.00%−1,303−0.9%Reduced
Nuveen Asset Management, LLC143,176$1.44M0.00%−48,216−25.2%Reduced
Prudential Financial Inc132,253$1.33M0.00%−1,000−0.8%Reduced
Citadel Advisors LLC128,782$1.30M0.00%+13,738+11.9%Added
Public Sector Pension Investment Board120,822$1.22M0.01%00.0%Unchanged
Swiss National Bank115,700$1.16M0.00%00.0%Unchanged
Wells Fargo & Company103,939$1.05M0.00%−84,268−44.8%Reduced
LPL Financial LLC91,756$923.1K0.00%−10,686−10.4%Reduced
Algert Global LLC82,260$827.5K0.03%+6,300+8.3%Added
Credit Suisse AG74,276$747.2K0.00%+2,003+2.8%Added
Great West Life Assurance Co72,930$733.0K0.00%+22,312+44.1%Added
Lido Advisors, LLC68,744$708.8K0.01%−85,372−55.4%Reduced
Jane Street Group, LLC70,381$708.0K0.00%+39,054+124.7%Added
Arete Wealth Advisors, LLC69,868$702.9K0.06%+9,234+15.2%Added
Raymond James & Associates65,205$656.0K0.00%+4,284+7.0%Added
Advisor Group Holdings, Inc.63,889$642.8K0.00%−8,660−11.9%Reduced
California State Teachers Retirement System58,906$592.6K0.00%−3,132−5.0%Reduced
Alliancebernstein L.P.55,630$559.6K0.00%−215−0.4%Reduced
Penserra Capital Management LLC54,992$553.0K0.01%+6,840+14.2%Added
Barclays PLC54,530$548.6K0.00%−39,368−41.9%Reduced
XML Financial, LLC53,732$540.5K0.06%−13,283−19.8%Reduced
UBS Asset Management Americas Inc53,261$535.8K0.00%00.0%Unchanged
Citigroup Inc52,875$531.9K0.00%+18,566+54.1%Added
CIBC World Markets Inc.50,907$512.0K0.00%+50,907New
Thrivent Financial for Lutherans50,510$508.0K0.00%−1,372−2.6%Reduced
Texas Permanent School Fund50,494$508.0K0.00%+587+1.2%Added
Gamco Investors, Inc. Et Al50,000$503.0K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc48,122$484.1K0.00%−2,428−4.8%Reduced
BNP Paribas Arbitrage, SA47,504$477.9K0.00%+27,230+134.3%Added
Quantbot Technologies LP43,940$442.0K0.02%+43,940New
UniSuper Management Pty Ltd43,574$438.4K0.00%+43,574New
Captrust Financial Advisors40,970$412.2K0.00%−6,219−13.2%Reduced
Manufacturers Life Insurance Company, The37,607$378.3K0.00%00.0%Unchanged
Bank of America Corp37,292$375.2K0.00%−47,740−56.1%Reduced
State of Alaska, Department of Revenue35,469$356.0K0.00%−351−1.0%Reduced
Royal Bank of Canada35,112$352.0K0.00%−11,331−24.4%Reduced
Illinois Municipal Retirement Fund33,572$338.0K0.01%−1,970−5.5%Reduced
Susquehanna International Group, LLP32,634$328.3K0.00%+10,322+46.3%Added
American International Group, Inc.31,745$319.4K0.00%−284−0.9%Reduced
Raymond James Financial Services Advisors, Inc.30,906$310.9K0.00%−74,508−70.7%Reduced
MetLife Investment Management30,479$306.6K0.00%00.0%Unchanged
Comerica Bank30,111$302.9K0.00%−1,801−5.6%Reduced
Stratos Wealth Partners, LTD.29,911$300.9K0.00%−906−2.9%Reduced
Graham Capital Management, L.P.28,938$291.1K0.01%+28,938New
Janus Henderson Group PLC28,838$290.0K0.00%+10.0%Added
Louisiana State Employees Retirement System28,800$289.7K0.01%−300−1.0%Reduced
State of Tennessee, Treasury Department28,749$289.2K0.00%−3,865−11.9%Reduced
Deutsche Bank AG27,157$273.2K0.00%+1,822+7.2%Added
Y-Intercept (Hong Kong) Ltd26,354$265.1K0.02%+26,354New
Yousif Capital Management, LLC25,940$261.0K0.00%−2,965−10.3%Reduced
Connecticut Wealth Management, LLC25,369$255.2K0.01%00.0%Unchanged
New York State Teachers Retirement System24,801$249.0K0.00%00.0%Unchanged
Evoke Wealth, LLC23,200$239.2K0.01%00.0%Unchanged
Everence Capital Management Inc23,160$233.0K0.02%+9,410+68.4%Added
Nisa Investment Advisors, LLC22,521$232.2K0.00%−15,700−41.1%Reduced
Transcend Wealth Collective, LLC23,000$231.4K0.02%+23,000New
Creative Planning22,774$229.1K0.00%−23,317−50.6%Reduced
Stifel Financial Corp21,655$217.8K0.00%+1,129+5.5%Added
Engineers Gate Manager LP21,540$216.7K0.01%+21,540New
New York State Common Retirement Fund21,140$212.7K0.00%−518−2.4%Reduced
Maryland State Retirement & Pension System21,381$202.7K0.00%00.0%Unchanged
Triumph Capital Management20,075$197.9K0.08%+3,138+18.5%Added
Boothbay Fund Management, LLC19,500$196.2K0.01%+19,500New
Allianz Asset Management GmbH19,100$192.1K0.00%−526,112−96.5%Reduced
Summit Trail Advisors, LLC18,442$190.1K0.01%+211+1.2%Added
Teachers Retirement System of the State of Kentucky18,846$190.0K0.00%00.0%Unchanged
Amalgamated Bank17,839$179.0K0.00%−3,188−15.2%Reduced
City Center Advisors, LLC16,749$172.7K0.20%+16,749New
Price T Rowe Associates Inc16,846$170.0K0.00%+2,481+17.3%Added