KKR Real Estate Finance Trust Ownership | Who Owns KKR Real Estate Finance Trust?
KKR Real Estate Finance Trust Ownership Summary
KKR Real Estate Finance Trust is owned by 70.22% institutional investors, 1.59% insiders, and 28.19% retail investors. Blackrock is the largest institutional shareholder, holding 14.71% of KREF shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.35% of its assets in KKR Real Estate Finance Trust shares.
KREF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | KKR Real Estate Finance Trust | 70.22% | 1.59% | 28.19% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Mortgage REIT Stocks | 45.41% | 4.40% | 50.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.20M | 14.71% | $92.34M |
| Kohlberg kravis roberts | 10.00M | 14.41% | $90.50M |
| Vanguard group | 5.79M | 8.34% | $52.39M |
| Nan shan life insurance | 3.08M | 4.44% | $27.87M |
| State street | 2.17M | 3.13% | $20.22M |
| Invesco | 1.61M | 2.31% | $14.53M |
| Nomura | 1.52M | 2.20% | $13.79M |
| Geode capital management | 1.37M | 1.98% | $12.44M |
| Balyasny asset management | 1.17M | 1.68% | $10.55M |
| Mirae asset global etfs | 881.78K | 1.27% | $7.98M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kohlberg kravis roberts | 10.00M | 2.71% | $90.50M |
| Nan shan life insurance | 3.08M | 0.66% | $27.87M |
| Axs investments | 203.63K | 0.51% | $1.84M |
| Truemark investments | 144.16K | 0.45% | $1.30M |
| Gfs advisors | 3.00K | 0.40% | $2.51M |
| Evoke wealth | 23.20K | 0.25% | $215.76K |
| Clearalpha technologies lp | 35.80K | 0.11% | $324.03K |
| Stephens inc /ar/ | 645.88K | 0.09% | $5.85M |
| Whetstone capital advisors | 17.54K | 0.07% | $159.00K |
| Samalin investment counsel | 11.13K | 0.05% | $100.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nomura | 1.52M | 0.03% | 1.52M |
| Mirae asset global etfs | 881.78K | 0.02% | 881.78K |
| Balyasny asset management | 1.17M | 0.02% | 179.66K |
| Truemark investments | 144.16K | 0.45% | 144.16K |
| D. e. shaw | 296.03K | 0.00% | 130.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -2.15M |
| Nicola wealth management | - | - | -453.00K |
| Gfs advisors | 3.00K | 0.40% | -278.33K |
| Significant wealth partners | - | - | -259.79K |
| Renaissance | - | - | -214.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Nomura | 1.52M | 0.03% | 1.52M | $13.79M |
| Mirae asset global etfs | 881.78K | 0.02% | 881.78K | $7.98M |
| Truemark investments | 144.16K | 0.45% | 144.16K | $1.30M |
| Wedbush securities | 47.20K | 0.02% | 47.20K | $427.00K |
| Clearalpha technologies lp | 35.80K | 0.11% | 35.80K | $324.03K |
Sold Out
| Holder | Change |
|---|---|
| Quest partners | -1.00 |
| Parkside financial bank & trust | -14.00 |
| Nelson, van denburg & campbell wealth management group | -37.00 |
| Cornerstone planning group | -53.00 |
| Ifp advisors | -61.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 147 | -7.55% | 48,722,395 | -1.09% | 70 | 1.39% | 70 | -2.78% | 48 | -22.58% |
| Mar 31, 2024 | 159 | -2.45% | 49,258,681 | 1.22% | 71 | 1.44% | 72 | 1.41% | 62 | - |
| Dec 31, 2023 | 163 | 3.16% | 48,665,321 | -1.71% | 70 | 1.37% | 71 | - | 62 | 8.77% |
| Sep 30, 2023 | 158 | - | 49,511,355 | -1.86% | 71 | 1.34% | 71 | -13.41% | 57 | 21.28% |
| Jun 30, 2023 | 158 | -5.95% | 50,450,382 | -4.50% | 73 | 1.25% | 82 | -10.87% | 47 | -7.84% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.72M | 5.35% | 3.91K |
| Vanguard Total Stock Mkt Idx Inv | 1.90M | 2.73% | 2.77K |
| iShares Russell 2000 ETF | 1.50M | 2.15% | -3.37K |
| Vanguard Small Cap Index | 1.48M | 2.13% | 2.90K |
| Vanguard Small Cap Value Index Inv | 998.67K | 1.44% | -344.00 |
| iShares Mortgage Real Estate Capped ETF | 910.90K | 1.31% | 1.08K |
| Vanguard Institutional Extnd Mkt Idx Tr | 901.40K | 1.30% | -34.54K |
| Global X SuperDividend™ ETF | 776.99K | 1.12% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 742.86K | 1.07% | - |
| Fidelity Small Cap Index | 611.62K | 0.88% | -13.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 08, 2024 | Mattson W Patrick | President and COO | Buy | $97.20K |
| Feb 08, 2024 | Salem Matthew A | Chief Executive Officer | Buy | $252.83K |
| May 12, 2023 | Lee Christen E.J. | - | Buy | $101.66K |
| Apr 27, 2023 | Salem Matthew A | Chief Executive Officer | Buy | $267.56K |
| May 01, 2023 | Mattson W Patrick | President and COO | Buy | $84.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 3 | - |
KREF Ownership FAQ
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