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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, Q3 2024

Institutional positions in KKR Real Estate Finance Trust Inc. as of Sep 30, 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
172
+23 vs. Q2 2024
Shares held
51.4M
+11.9M (+30.2%) vs. Q2 2024
Total value
$635.3M
+$273.2M (+75.4%) vs. Q2 2024
New holders
38
58 more added
Sold out
15
49 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 172 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 heldQ3 2024: $635.3M
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, Q3 2024

Shares, value and share of portfolio for each institution holding KKR Real Estate Finance Trust Inc.; share changes are against Q2 2024.

Institutions holding KREF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.10,244,762$126.5M0.00%+10,244,762New
Kohlberg Kravis Roberts & Co. L.P.10,000,001$123.5M1.65%00.0%Unchanged
Vanguard Group Inc6,648,814$82.1M0.00%+859,537+14.8%Added
Nan Shan Life Insurance Co., Ltd.3,079,453$38.0M0.90%00.0%Unchanged
State Street Corp2,178,778$27.5M0.00%+3,795+0.2%Added
Azora Capital LP1,632,979$20.2M1.09%+1,632,979New
Geode Capital Management, LLC1,355,150$16.7M0.00%−19,270−1.4%Reduced
Invesco Ltd.1,306,920$16.1M0.00%−299,098−18.6%Reduced
JPMorgan Chase & Co1,106,544$13.7M0.00%−223,020−16.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.950,233$11.7M0.03%+68,449+7.8%Added
Morgan Stanley853,690$10.5M0.00%+189,812+28.6%Added
Charles Schwab Investment Management Inc722,480$8.92M0.00%−87,852−10.8%Reduced
1832 Asset Management L.P.700,000$8.64M0.01%+700,000New
Stephens Inc637,283$7.87M0.11%−8,595−1.3%Reduced
Northern Trust Corp567,514$7.01M0.00%+13,677+2.5%Added
Van Eck Associates Corp455,291$5.37M0.01%+98,400+27.6%Added
Balyasny Asset Management LLC390,093$4.82M0.01%−775,230−66.5%Reduced
Bank of New York Mellon Corp358,343$4.43M0.00%−37,662−9.5%Reduced
Citadel Advisors LLC342,279$4.23M0.00%+142,181+71.1%Added
Gratia Capital, LLC330,000$4.08M5.83%+330,000New
GFS Advisors, LLC290,740$3.59M0.76%+287,740+9,591.3%Added
D. E. Shaw & Co., Inc.281,754$3.48M0.00%−14,279−4.8%Reduced
Principal Financial Group Inc275,024$3.40M0.00%−63,110−18.7%Reduced
FMR LLC255,599$3.16M0.00%+8,448+3.4%Added
Goldman Sachs Group Inc242,912$3.00M0.00%+4,587+1.9%Added
Voya Investment Management LLC234,591$2.90M0.00%−236,648−50.2%Reduced
Zacks Investment Management226,105$2.79M0.02%+226,105New
Nuveen Asset Management, LLC210,656$2.62M0.00%+49,588+30.8%Added
GP Brinson Investments LLC201,148$2.48M1.02%−67,761−25.2%Reduced
BI Asset Management Fondsmaeglerselskab A/S200,155$2.47M0.04%−23,160−10.4%Reduced
Millennium Management LLC199,622$2.47M0.00%+120,191+151.3%Added
AXS Investments LLC195,291$2.41M0.64%−8,339−4.1%Reduced
Rhumbline Advisers172,992$2.14M0.00%−7,442−4.1%Reduced
Algert Global LLC166,373$2.05M0.06%+78,180+88.6%Added
Ameriprise Financial Inc161,100$1.99M0.00%−10,112−5.9%Reduced
Legal & General Group Plc158,500$1.96M0.00%−25,859−14.0%Reduced
UBS Group AG153,750$1.90M0.00%+16,254+11.8%Added
Condor Capital Management147,619$1.82M0.16%+147,619New
UBS Asset Management Americas Inc145,896$1.80M0.00%+86,327+144.9%Added
Jane Street Group, LLC137,594$1.70M0.00%+62,781+83.9%Added
Wells Fargo & Company133,452$1.65M0.00%+30,375+29.5%Added
Public Sector Pension Investment Board123,555$1.53M0.01%−4,600−3.6%Reduced
Stifel Financial Corp116,113$1.43M0.00%+93,813+420.7%Added
Two Sigma Investments, LP115,778$1.43M0.00%+115,778New
Swiss National Bank115,700$1.43M0.00%00.0%Unchanged
Penserra Capital Management LLC102,365$1.26M0.03%+19,065+22.9%Added
LPL Financial LLC99,653$1.23M0.00%+18,428+22.7%Added
Barclays PLC99,319$1.23M0.00%+75,200+311.8%Added
Quest Partners LLC97,247$1.20M0.11%+97,247New
Citigroup Inc79,433$981.0K0.00%+19,375+32.3%Added
Great West Life Assurance Co78,254$967.0K0.00%−10,221−11.6%Reduced
Wedbush Securities Inc73,242$905.0K0.03%+26,047+55.2%Added
Drive Wealth Management, LLC71,286$898.2K0.23%+71,286New
Teacher Retirement System of Texas70,057$865.0K0.00%+70,057New
Lido Advisors, LLC68,744$849.0K0.01%−100−0.1%Reduced
TrueMark Investments, LLC64,326$794.4K0.25%−79,830−55.4%Reduced
Prudential Financial Inc59,903$739.8K0.00%−66,850−52.7%Reduced
Bank of America Corp58,773$725.8K0.00%+8,741+17.5%Added
California State Teachers Retirement System55,686$687.7K0.00%−1,781−3.1%Reduced
Alliancebernstein L.P.55,630$687.0K0.00%00.0%Unchanged
Caption Management, LLC54,804$676.8K0.07%+54,804New
Gamco Investors, Inc. Et Al50,000$617.5K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc48,122$594.3K0.00%00.0%Unchanged
Raymond James & Associates46,854$578.6K0.00%+3,472+8.0%Added
Royal Bank of Canada46,658$576.0K0.00%+4,595+10.9%Added
Thrivent Financial for Lutherans45,735$565.0K0.00%−2,599−5.4%Reduced
SEI Investments Co45,115$557.2K0.00%+45,115New
Two Sigma Advisers, LP43,900$542.2K0.00%+19,600+80.7%Added
Simplex Trading, LLC42,264$521.0K0.02%+42,264New
XML Financial, LLC40,584$501.2K0.05%−5,698−12.3%Reduced
Acadian Asset Management LLC40,326$498.0K0.00%+40,326New
Manufacturers Life Insurance Company, The39,924$493.1K0.00%+1,382+3.6%Added
OmniStar Financial Group, Inc.39,809$491.6K0.37%+39,809New
Raymond James Financial Services Advisors, Inc.36,404$449.6K0.00%+9,920+37.5%Added
Advisor Group Holdings, Inc.36,178$446.8K0.00%+1,322+3.8%Added
Deutsche Bank AG35,657$440.4K0.00%+8,559+31.6%Added
SG Americas Securities, LLC34,821$430.0K0.00%+19,570+128.3%Added
CIBC World Markets Inc.34,150$422.0K0.00%−47,220−58.0%Reduced
Verition Fund Management LLC34,164$421.9K0.00%+34,164New
Corebridge Financial, Inc.33,723$416.5K0.00%−353−1.0%Reduced
MetLife Investment Management33,282$411.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue33,235$410.0K0.00%−950−2.8%Reduced
All Season Financial Advisors, Inc.31,646$390.8K0.33%+31,646New
Illinois Municipal Retirement Fund29,869$368.9K0.01%−3,025−9.2%Reduced
Janus Henderson Group PLC28,536$352.6K0.00%00.0%Unchanged
Louisiana State Employees Retirement System28,200$348.3K0.01%−1,100−3.8%Reduced
Comerica Bank27,191$335.8K0.00%−280−1.0%Reduced
State of Tennessee, Treasury Department26,744$330.3K0.00%−1,425−5.1%Reduced
Connecticut Wealth Management, LLC25,369$313.3K0.02%00.0%Unchanged
Cerity Partners LLC25,275$312.2K0.00%+10,153+67.1%Added
Evoke Wealth, LLC23,200$292.3K0.01%00.0%Unchanged
State of Wyoming23,663$292.2K0.04%+19,435+459.7%Added
New York State Teachers Retirement System23,401$289.0K0.00%−1,400−5.6%Reduced
Yousif Capital Management, LLC23,208$286.6K0.00%−280−1.2%Reduced
Creative Planning21,524$265.8K0.00%+5,809+37.0%Added
ClearAlpha Technologies LP20,713$255.8K0.11%−15,091−42.1%Reduced
Maryland State Retirement & Pension System19,667$242.9K0.01%−633−3.1%Reduced
Nisa Investment Advisors, LLC18,824$237.9K0.00%−3,740−16.6%Reduced
Price T Rowe Associates Inc19,103$236.0K0.00%+490+2.6%Added
Prevail Innovative Wealth Advisors, LLC18,932$233.8K0.07%+18,932New