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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, 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
50.9M
+12.0M (+31.0%) vs. Q2 2024
Total value
$628.5M
+$272.4M (+76.5%) 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: $628.5M
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, 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
Manufacturers Life Insurance Company, The39,924$493.1K0.00%+1,382+3.6%Added
Acadian Asset Management LLC40,326$498.0K0.00%+40,326New
XML Financial, LLC40,584$501.2K0.05%−5,698−12.3%Reduced
Simplex Trading, LLC42,264$521.0K0.02%+42,264New
Two Sigma Advisers, LP43,900$542.2K0.00%+19,600+80.7%Added
SEI Investments Co45,115$557.2K0.00%+45,115New
Thrivent Financial for Lutherans45,735$565.0K0.00%−2,599−5.4%Reduced
Royal Bank of Canada46,658$576.0K0.00%+4,595+10.9%Added
Raymond James & Associates46,854$578.6K0.00%+3,472+8.0%Added
Ensign Peak Advisors, Inc48,122$594.3K0.00%00.0%Unchanged
Gamco Investors, Inc. Et Al50,000$617.5K0.01%00.0%Unchanged
Caption Management, LLC54,804$676.8K0.07%+54,804New
Alliancebernstein L.P.55,630$687.0K0.00%00.0%Unchanged
California State Teachers Retirement System55,686$687.7K0.00%−1,781−3.1%Reduced
Bank of America Corp58,773$725.8K0.00%+8,741+17.5%Added
Prudential Financial Inc59,903$739.8K0.00%−66,850−52.7%Reduced
TrueMark Investments, LLC64,326$794.4K0.25%−79,830−55.4%Reduced
Lido Advisors, LLC68,744$849.0K0.01%−100−0.1%Reduced
Teacher Retirement System of Texas70,057$865.0K0.00%+70,057New
Drive Wealth Management, LLC71,286$898.2K0.23%+71,286New
Wedbush Securities Inc73,242$905.0K0.03%+26,047+55.2%Added
Great West Life Assurance Co78,254$967.0K0.00%−10,221−11.6%Reduced
Citigroup Inc79,433$981.0K0.00%+19,375+32.3%Added
Quest Partners LLC97,247$1.20M0.11%+97,247New
Barclays PLC99,319$1.23M0.00%+75,200+311.8%Added
LPL Financial LLC99,653$1.23M0.00%+18,428+22.7%Added
Penserra Capital Management LLC102,365$1.26M0.03%+19,065+22.9%Added
Swiss National Bank115,700$1.43M0.00%00.0%Unchanged
Two Sigma Investments, LP115,778$1.43M0.00%+115,778New
Stifel Financial Corp116,113$1.43M0.00%+93,813+420.7%Added
Public Sector Pension Investment Board123,555$1.53M0.01%−4,600−3.6%Reduced
Wells Fargo & Company133,452$1.65M0.00%+30,375+29.5%Added
Jane Street Group, LLC137,594$1.70M0.00%+62,781+83.9%Added
UBS Asset Management Americas Inc145,896$1.80M0.00%+86,327+144.9%Added
Condor Capital Management147,619$1.82M0.16%+147,619New
UBS Group AG153,750$1.90M0.00%+16,254+11.8%Added
Legal & General Group Plc158,500$1.96M0.00%−25,859−14.0%Reduced
Ameriprise Financial Inc161,100$1.99M0.00%−10,112−5.9%Reduced
Algert Global LLC166,373$2.05M0.06%+78,180+88.6%Added
Rhumbline Advisers172,992$2.14M0.00%−7,442−4.1%Reduced
AXS Investments LLC195,291$2.41M0.64%−8,339−4.1%Reduced
Millennium Management LLC199,622$2.47M0.00%+120,191+151.3%Added
BI Asset Management Fondsmaeglerselskab A/S200,155$2.47M0.04%−23,160−10.4%Reduced
GP Brinson Investments LLC201,148$2.48M1.02%−67,761−25.2%Reduced
Nuveen Asset Management, LLC210,656$2.62M0.00%+49,588+30.8%Added
Zacks Investment Management226,105$2.79M0.02%+226,105New
Voya Investment Management LLC234,591$2.90M0.00%−236,648−50.2%Reduced
Goldman Sachs Group Inc242,912$3.00M0.00%+4,587+1.9%Added
FMR LLC255,599$3.16M0.00%+8,448+3.4%Added
Principal Financial Group Inc275,024$3.40M0.00%−63,110−18.7%Reduced
D. E. Shaw & Co., Inc.281,754$3.48M0.00%−14,279−4.8%Reduced
GFS Advisors, LLC290,740$3.59M0.76%+287,740+9,591.3%Added
Gratia Capital, LLC330,000$4.08M5.83%+330,000New
Citadel Advisors LLC342,279$4.23M0.00%+142,181+71.1%Added
Bank of New York Mellon Corp358,343$4.43M0.00%−37,662−9.5%Reduced
Balyasny Asset Management LLC390,093$4.82M0.01%−775,230−66.5%Reduced
Van Eck Associates Corp455,291$5.37M0.01%+98,400+27.6%Added
JPMorgan Chase & Co553,272$6.83M0.00%−111,510−16.8%Reduced
Northern Trust Corp567,514$7.01M0.00%+13,677+2.5%Added
Stephens Inc637,283$7.87M0.11%−8,595−1.3%Reduced
1832 Asset Management L.P.700,000$8.64M0.01%+700,000New
Charles Schwab Investment Management Inc722,480$8.92M0.00%−87,852−10.8%Reduced
Morgan Stanley853,690$10.5M0.00%+189,812+28.6%Added
Mirae Asset Global ETFs Holdings Ltd.950,233$11.7M0.03%+68,449+7.8%Added
Invesco Ltd.1,306,920$16.1M0.00%−299,098−18.6%Reduced
Geode Capital Management, LLC1,355,150$16.7M0.00%−19,270−1.4%Reduced
Azora Capital LP1,632,979$20.2M1.09%+1,632,979New
State Street Corp2,178,778$27.5M0.00%+3,795+0.2%Added
Nan Shan Life Insurance Co., Ltd.3,079,453$38.0M0.90%00.0%Unchanged
Vanguard Group Inc6,648,814$82.1M0.00%+859,537+14.8%Added
Kohlberg Kravis Roberts & Co. L.P.10,000,001$123.5M1.65%00.0%Unchanged
BlackRock, Inc.10,244,762$126.5M0.00%+10,244,762New
Nomura Holdings Inc0$00.00%−1,523,409−100.0%Sold out
Nicola Wealth Management Ltd.0$00.00%−453,000−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−75,500−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−62,371−100.0%Sold out
Nokomis Capital, L.L.C.0$00.00%−61,700−100.0%Sold out
HRT Financial LP0$00.00%−48,603−100.0%Sold out
UniSuper Management Pty Ltd0$00.00%−43,574−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−37,776−100.0%Sold out
Triumph Capital Management0$00.00%−32,751−100.0%Sold out
Inceptionr LLC0$00.00%−32,564−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−32,497−100.0%Sold out
City Center Advisors, LLC0$00.00%−16,749−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−15,000−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−12,581−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−200−100.0%Sold out
BlackRock Inc.––––Not filed