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KKR Real Estate Finance Trust Ownership | Who Owns KKR Real Estate Finance Trust?

OverviewForecastRevenueFinancialsChartTranscripts

KKR Real Estate Finance Trust Ownership Summary

KKR Real Estate Finance Trust is owned by 73.26% institutional investors, 1.59% insiders, and 25.15% 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

TypeName% Inst% Insiders% Retail
StockKKR Real Estate Finance Trust73.26%1.59%25.15%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryMortgage REIT Stocks46.08%4.39%49.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock10.20M14.71%$92.34M
Kohlberg kravis roberts10.00M14.41%$90.50M
Vanguard group5.79M8.34%$52.39M
Nan shan life insurance3.08M4.44%$27.87M
State street2.17M3.13%$20.22M
Invesco1.61M2.31%$14.53M
Nomura1.52M2.20%$13.79M
Geode capital management1.37M1.98%$12.44M
Balyasny asset management1.17M1.68%$10.55M
Mirae asset global etfs881.78K1.27%$7.98M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kohlberg kravis roberts10.00M2.71%$90.50M
Nan shan life insurance3.08M0.66%$27.87M
Axs investments203.63K0.51%$1.84M
Truemark investments144.16K0.45%$1.30M
Gfs advisors3.00K0.40%$2.51M
Evoke wealth23.20K0.25%$215.76K
Clearalpha technologies lp35.80K0.11%$324.03K
Stephens inc /ar/645.88K0.09%$5.85M
Whetstone capital advisors17.54K0.07%$159.00K
Samalin investment counsel11.13K0.05%$100.77K

Top Buyers

HolderShares% AssetsChange
Nomura1.52M0.03%1.52M
Mirae asset global etfs881.78K0.02%881.78K
Balyasny asset management1.17M0.02%179.66K
Truemark investments144.16K0.45%144.16K
D. e. shaw296.03K0.00%130.84K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---2.15M
Nicola wealth management---453.00K
Gfs advisors3.00K0.40%-278.33K
Significant wealth partners---259.79K
Renaissance---214.60K

New Positions

HolderShares% AssetsChangeValue
Nomura1.52M0.03%1.52M$13.79M
Mirae asset global etfs881.78K0.02%881.78K$7.98M
Truemark investments144.16K0.45%144.16K$1.30M
Wedbush securities47.20K0.02%47.20K$427.00K
Clearalpha technologies lp35.80K0.11%35.80K$324.03K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202417817.88%50,867,5463.78%731.47%9736.62%49-
Jun 30, 2024147-7.55%48,722,395-1.09%701.39%70-2.78%48-22.58%
Mar 31, 2024159-2.45%49,258,6811.22%711.44%721.41%62-
Dec 31, 20231633.16%48,665,321-1.71%701.37%71-628.77%
Sep 30, 2023158-49,511,355-1.86%711.34%71-13.41%5721.28%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.72M5.35%3.91K
Vanguard Total Stock Mkt Idx Inv1.90M2.73%2.77K
iShares Russell 2000 ETF1.50M2.15%-3.37K
Vanguard Small Cap Index1.48M2.13%2.90K
Vanguard Small Cap Value Index Inv998.67K1.44%-344.00
iShares Mortgage Real Estate Capped ETF910.90K1.31%1.08K
Vanguard Institutional Extnd Mkt Idx Tr898.39K1.29%-3.01K
Global X SuperDividend™ ETF776.99K1.12%-
Invesco KBW High Dividend Yld Fincl ETF742.86K1.07%-
Fidelity Small Cap Index611.62K0.88%-13.42K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 08, 2024Mattson W Patrick President and COOBuy$97.20K
Feb 08, 2024Salem Matthew A Chief Executive OfficerBuy$252.83K
May 12, 2023Lee Christen E.J.-Buy$101.66K
Apr 27, 2023Salem Matthew A Chief Executive OfficerBuy$267.56K
May 01, 2023Mattson W Patrick President and COOBuy$84.78K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q2--
2024 Q12-
2023 Q4--
2023 Q23-

KREF Ownership FAQ

Who Owns KKR Real Estate Finance Trust?

KKR Real Estate Finance Trust shareholders are primarily institutional investors at 73.26%, followed by 1.59% insiders and 25.15% retail investors. The average institutional ownership in KKR Real Estate Finance Trust's industry, Mortgage REIT Stocks, is 46.08%, which KKR Real Estate Finance Trust exceeds.

Who owns the most shares of KKR Real Estate Finance Trust?

KKR Real Estate Finance Trust’s largest shareholders are Blackrock (10.2M shares, 14.71%), Kohlberg kravis roberts (10M shares, 14.41%), and Vanguard group (5.79M shares, 8.34%). Together, they hold 37.46% of KKR Real Estate Finance Trust’s total shares outstanding.

Does Blackrock own KKR Real Estate Finance Trust?

Yes, BlackRock owns 14.71% of KKR Real Estate Finance Trust, totaling 10.2M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 92.34M$. In the last quarter, BlackRock decreased its holdings by -211K shares, a -2.03% change.

Who is KKR Real Estate Finance Trust’s biggest shareholder by percentage of total assets invested?

Kohlberg kravis roberts is KKR Real Estate Finance Trust’s biggest shareholder by percentage of total assets invested, with 2.71% of its assets in 10M KKR Real Estate Finance Trust shares, valued at 90.5M$.

Who is the top mutual fund holder of KKR Real Estate Finance Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of KKR Real Estate Finance Trust shares, with 5.35% of its total shares outstanding invested in 3.72M KKR Real Estate Finance Trust shares.

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