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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

Q1 2026 vs. Q4 2025

How the institutions holding KKR Real Estate Finance Trust Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of KREF: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1643169+8
Shares51.2M3.72M50.2M+2.76M (+5.8%)
Value$422.0M$30.6M$308.0M−$83.5M (−21.3%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held KKR Real Estate Finance Trust Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to KREF in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC2,327,008$14.2M0.00%
Conversant Capital LLC1,470,600$9.00M1.24%
Point72 Asset Management, L.P.699,224$4.28M0.01%
Waterfall Asset Management, LLC475,154$3.05M1.71%
Qube Research & Technologies Ltd440,264$2.69M0.00%
Vanguard Portfolio Management LLC410,436$2.51M0.00%
Skopos Labs, Inc.350,044$2.14M0.07%
Vanguard Fiduciary Trust Co344,672$2.11M0.00%
D. E. Shaw & Co., Inc.293,089$1.79M0.00%
Balyasny Asset Management LLC276,491$1.69M0.00%
Y-Intercept (Hong Kong) Ltd261,690$1.60M0.03%
Endure Capital Management, LLC252,523$1.55M1.07%
Marshall Wace, LLP170,695$1.04M0.00%
HRT Financial LP161,137$986.0K0.00%
Atom Investors LP88,597$542.2K0.04%
EntryPoint Capital, LLC67,421$412.6K0.12%
CI Private Wealth, LLC65,094$398.4K0.00%
Weiss Asset Management LP46,552$284.9K0.01%
Engineers Gate Manager LP45,500$278.5K0.00%
HSBC Holdings PLC45,499$278.5K0.00%
Vanguard Asset Management, Ltd39,021$238.8K0.00%
Empirical Asset Management, LLC32,894$201.3K0.05%
Empowered Funds, LLC31,609$193.4K0.00%
Catalyst Funds Management Pty Ltd28,844$176.5K0.03%
Park Capital Management, LLC28,647$175.3K0.17%
Optiver Holding B.V.24,211$148.2K0.01%
Aire Advisors, LLC21,554$131.9K0.02%
Vanguard Global Advisers, LLC21,398$131.0K0.00%
Able Wealth Management LLC18,278$111.9K0.03%
Aigen Investment Management, LP14,661$89.7K0.02%
Daymark Wealth Partners, LLC14,545$89.0K0.00%
Vanguard Investments Australia, Ltd.12,314$75.4K0.00%
Creative Planning12,275$75.1K0.00%
Resonant Capital Advisors, LLC11,269$71.8K0.00%
Quotient Wealth Partners, LLC11,723$71.7K0.00%
Occidental Asset Management, LLC10,953$67.0K0.01%
IMC-Chicago, LLC10,309$63.1K0.00%
Signaturefd, LLC1,007$6.16K0.00%
Twin Peaks Wealth Advisors, LLC486$2.97K0.00%
Root Financial Partners, LLC303$1.85K0.00%
Zions Bancorporation, National Association247$1.51K0.00%
Parkside Financial Bank & Trust190$1.16K0.00%
LRI Investments, LLC98$6000.00%
Caitong International Asset Management Co., Ltd90$5510.00%
Advisory Services Network, LLC87$5330.00%
Jones Financial Companies LLLP76$4640.00%

Sold out (38)

Institutions that held KKR Real Estate Finance Trust Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of KREF in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Nan Shan Life Insurance Co., Ltd.3,060,384$25.2M
Two Sigma Advisers, LP683,200$5.62M
Wellington Management Group LLP574,289$4.72M
Compass Rose Asset Management, LP335,000$2.75M
Principal Financial Group Inc259,096$2.13M
Public Sector Pension Investment Board188,948$1.55M
GP Brinson Investments LLC104,706$860.7K
Thrivent Financial for Lutherans37,350$307.0K
Quest Partners LLC32,193$264.6K
DRW Securities, LLC31,768$261.1K
Illinois Municipal Retirement Fund28,527$234.5K
State of Alaska, Department of Revenue27,309$224.0K
Louisiana State Employees Retirement System24,900$204.7K
New York State Teachers Retirement System23,401$192.0K
SG Americas Securities, LLC20,671$170.0K
Guggenheim Capital LLC19,779$162.6K
Quadrature Capital Ltd19,642$161.5K
State of Wisconsin Investment Board19,399$159.5K
Amalgamated Bank15,623$128.0K
Yousif Capital Management, LLC14,708$118.3K
Teachers Retirement System of the State of Kentucky13,813$114.0K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,457$110.6K
Verition Fund Management LLC12,700$104.4K
Oregon Public Employees Retirement Fund12,443$102.3K
Victory Capital Management Inc11,308$93.0K
ProShare Advisors LLC10,714$88.1K
Kestra Advisory Services, LLC8,739$71.8K
Kemnay Advisory Services Inc.835$6.86K
Quarry LP400$3.29K
Salomon & Ludwin, LLC279$2.25K
IFP Advisors, Inc242$1.99K
SRS Capital Advisors, Inc.188$1.55K
Financial Consulate, Inc55$453
Smartleaf Asset Management LLC40$339
Farmers & Merchants Investments Inc40$329
Clearstead Advisors, LLC13$107
Simplex Trading, LLC2$16
Capital Advisors, Ltd. LLC22$0

Not filed for Q1 2026 yet (3)

Institutions that held KKR Real Estate Finance Trust Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KREF in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc3,703,329$30.4M
Comerica Bank17,766$146.0K
CIBC Private Wealth Group, LLC13$107