KKR Real Estate Finance Trust Ownership 2024 | Who Owns KKR Real Estate Finance Trust Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

37.11%

Insider Ownership

1.65%

Retail Ownership

61.24%

Institutional Holders

96.00

KKR Real Estate Finance Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.71%0.00%10,203,333-211,492-2.03%92,340,166Jun 30, 2024
KOHLBERG KRAVIS ROBERTS & CO. L.P.14.41%2.71%10,000,001--90,500,009Jun 30, 2024
VANGUARD GROUP INC8.34%0.00%5,789,27738,2970.67%52,392,957Jun 30, 2024
NAN SHAN LIFE INSURANCE CO., LTD.4.44%0.66%3,079,453--27,869,050Jun 30, 2024
STATE STREET CORP3.13%0.00%2,174,983-138,120-5.97%20,224,307,000Jun 30, 2024
INVESCO LTD.2.31%0.00%1,606,018111,7787.48%14,534,463Jun 30, 2024
NOMURA HOLDINGS INC2.20%0.03%1,523,4091,523,409100.00%13,786,851Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.98%0.00%1,374,42048,6583.67%12,440,575Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.68%0.02%1,165,323179,66218.23%10,546,173Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.1.27%0.02%881,784881,784100.00%7,980,145Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.17%0.00%810,332-64,018-7.32%7,333,505Jun 30, 2024
JPMORGAN CHASE & CO0.96%0.00%664,782-88,308-11.73%6,016,277Jun 30, 2024
MORGAN STANLEY0.96%0.00%663,878-56,269-7.81%6,008,105Jun 30, 2024
STEPHENS INC /AR/0.93%0.09%645,8786,4141.00%5,845,193Jun 30, 2024
NORTHERN TRUST CORP0.80%0.00%553,837-28,514-4.90%5,012,225,000Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.68%0.00%471,239-14,385-2.96%4,264,713Jun 30, 2024
NICOLA WEALTH MANAGEMENT LTD.0.65%0.50%453,000--5,609,551Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.57%0.00%396,005-7,558-1.87%3,583,846Jun 30, 2024
VAN ECK ASSOCIATES CORP0.51%0.00%356,89184,88931.21%3,230,000Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.49%0.00%338,134-8,216-2.37%3,060,112,000Jun 30, 2024

KKR Real Estate Finance Trust's largest institutional shareholder is BLACKROCK INC., holding 14.71% of the company's total share outstanding, currently valued at $92.34M. The top 10 institutional shareholders own together 54.47% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KOHLBERG KRAVIS ROBERTS & CO. L.P.14.41%2.71%10,000,001--90,500,009Jun 30, 2024
NAN SHAN LIFE INSURANCE CO., LTD.4.44%0.66%3,079,453--27,869,050Jun 30, 2024
AXS INVESTMENTS LLC0.29%0.51%203,63032,73619.16%1,842,852Jun 30, 2024
NICOLA WEALTH MANAGEMENT LTD.0.65%0.50%453,000--5,609,551Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.21%0.45%144,156144,156100.00%1,304,612Jun 30, 2024
GFS ADVISORS, LLC0.00%0.40%3,000-278,335-98.93%2,510,000Jun 30, 2024
EVOKE WEALTH, LLC0.03%0.25%23,200--215,760Jun 30, 2024
CITY CENTER ADVISORS, LLC0.02%0.20%16,749--172,682Jun 30, 2024
NOKOMIS CAPITAL, L.L.C.0.09%0.20%61,70061,700100.00%558,385Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.05%0.11%35,80435,804100.00%324,026Jun 30, 2024
STEPHENS INC /AR/0.93%0.09%645,8786,4141.00%5,845,193Jun 30, 2024
INCEPTIONR LLC0.05%0.08%32,56415,76893.88%294,704Jun 30, 2024
WHETSTONE CAPITAL ADVISORS, LLC0.03%0.07%17,5411,1416.96%159,000Jun 30, 2024
AUTUMN GLORY PARTNERS, LLC0.02%0.07%15,000--135,750Jun 30, 2024
ARETE WEALTH ADVISORS, LLC0.11%0.06%75,5005,6328.06%683,000Jun 30, 2024
SAMALIN INVESTMENT COUNSEL, LLC0.02%0.05%11,134-340-2.96%100,765Jun 30, 2024
XML FINANCIAL, LLC0.07%0.04%46,282-7,450-13.87%418,852Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.32%0.03%223,31511,2155.29%2,021,000Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.09%0.03%62,37136,017136.67%564,458Jun 30, 2024
ALGERT GLOBAL LLC0.13%0.03%88,1935,9337.21%798,000Jun 30, 2024

The largest KKR Real Estate Finance Trust shareholder by % of total assets is KOHLBERG KRAVIS ROBERTS & CO. L.P.. The company owns 10.00M shares of KKR Real Estate Finance Trust (KREF), representing 2.71% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NOMURA HOLDINGS INC2.20%0.03%1,523,4091,523,409100.00%13,786,851Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.1.27%0.02%881,784881,784100.00%7,980,145Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.68%0.02%1,165,323179,66218.23%10,546,173Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.21%0.45%144,156144,156100.00%1,304,612Jun 30, 2024
D. E. SHAW & CO., INC.0.43%0.00%296,033130,83779.20%2,679,099Jun 30, 2024
INVESCO LTD.2.31%0.00%1,606,018111,7787.48%14,534,463Jun 30, 2024
VAN ECK ASSOCIATES CORP0.51%0.00%356,89184,88931.21%3,230,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.00%79,43165,071453.14%718,851Jun 30, 2024
NOKOMIS CAPITAL, L.L.C.0.09%0.20%61,70061,700100.00%558,385Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.98%0.00%1,374,42048,6583.67%12,440,575Jun 30, 2024
HRT FINANCIAL LP0.07%0.00%48,60348,603100.00%439,000Jun 30, 2024
WEDBUSH SECURITIES INC0.07%0.02%47,19547,195100.00%427,000Jun 30, 2024
VANGUARD GROUP INC8.34%0.00%5,789,27738,2970.67%52,392,957Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.05%0.00%37,77637,776100.00%342,000Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.09%0.03%62,37136,017136.67%564,458Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.05%0.11%35,80435,804100.00%324,026Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%34,07634,076100.00%308,388Jun 30, 2024
AXS INVESTMENTS LLC0.29%0.51%203,63032,73619.16%1,842,852Jun 30, 2024
CIBC WORLD MARKET INC.0.12%0.00%81,37030,46359.84%736,000Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC0.12%0.01%83,30028,30851.48%754,000Jun 30, 2024

As of Jun 30 2024, KKR Real Estate Finance Trust's largest institutional buyer is NOMURA HOLDINGS INC. The company purchased 1.52M stocks of KREF, valued at $13.79M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----2,148,784-100.00%-Jun 30, 2024
GFS ADVISORS, LLC0.00%0.40%3,000-278,335-98.93%2,510,000Jun 30, 2024
SIGNIFICANT WEALTH PARTNERS LLC----259,787-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----214,600-100.00%-Jun 30, 2024
BLACKROCK INC.14.71%0.00%10,203,333-211,492-2.03%92,340,166Jun 30, 2024
STATE STREET CORP3.13%0.00%2,174,983-138,120-5.97%20,224,307,000Jun 30, 2024
JPMORGAN CHASE & CO0.96%0.00%664,782-88,308-11.73%6,016,277Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.17%0.00%810,332-64,018-7.32%7,333,505Jun 30, 2024
MORGAN STANLEY0.96%0.00%663,878-56,269-7.81%6,008,105Jun 30, 2024
TEXAS PERMANENT SCHOOL FUND CORP----50,494-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----43,940-100.00%-Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS----40,970-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC0.34%0.00%238,325-35,418-12.94%2,156,840Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----31,745-100.00%-Jun 30, 2024
BARCLAYS PLC0.03%0.00%24,119-30,411-55.77%220,000Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.----29,911-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.05%0.00%34,856-29,033-45.44%315,490Jun 30, 2024
NORTHERN TRUST CORP0.80%0.00%553,837-28,514-4.90%5,012,225,000Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.03%0.00%19,824-27,680-58.27%179,407Jun 30, 2024
TRANSCEND CAPITAL ADVISORS, LLC----23,000-100.00%-Jun 30, 2024

As of Jun 30 2024, KKR Real Estate Finance Trust's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -2.15M shares of KREF, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NOMURA HOLDINGS INC2.20%0.03%1,523,4091,523,409100.00%13,786,851Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.1.27%0.02%881,784881,784100.00%7,980,145Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.21%0.45%144,156144,156100.00%1,304,612Jun 30, 2024
NOKOMIS CAPITAL, L.L.C.0.09%0.20%61,70061,700100.00%558,385Jun 30, 2024
HRT FINANCIAL LP0.07%0.00%48,60348,603100.00%439,000Jun 30, 2024
WEDBUSH SECURITIES INC0.07%0.02%47,19547,195100.00%427,000Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.05%0.00%37,77637,776100.00%342,000Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.05%0.11%35,80435,804100.00%324,026Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%34,07634,076100.00%308,388Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.02%0.00%15,25115,251100.00%138,000Jun 30, 2024
CERITY PARTNERS LLC0.02%0.00%15,12215,122100.00%136,861Jun 30, 2024
FREESTONE CAPITAL HOLDINGS, LLC0.02%0.00%12,58112,581100.00%113,858Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.01%0.01%10,33910,339100.00%93,568Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%750750100.00%6,788Jun 30, 2024
HOBBS GROUP ADVISORS, LLC0.00%0.00%500500100.00%4,525Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC0.00%0.00%5555100.00%498Jun 30, 2024

KKR Real Estate Finance Trust's largest new institutional shareholder by number of shares is NOMURA HOLDINGS INC, purchased 1.52M shares, valued at $13.79M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----2,148,784-100.00%-Jun 30, 2024
SIGNIFICANT WEALTH PARTNERS LLC----259,787-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----214,600-100.00%-Jun 30, 2024
TEXAS PERMANENT SCHOOL FUND CORP----50,494-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----43,940-100.00%-Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS----40,970-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----31,745-100.00%-Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.----29,911-100.00%-Jun 30, 2024
TRANSCEND CAPITAL ADVISORS, LLC----23,000-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----21,540-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----19,500-100.00%-Jun 30, 2024
SUMMIT TRAIL ADVISORS, LLC----18,442-100.00%-Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD----16,255-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----15,027-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----11,863-100.00%-Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC----10,031-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----5,389-100.00%-Jun 30, 2024
FUTURE FINANCIAL WEALTH MANAGMENT LLC----4,000-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,313-100.00%-Jun 30, 2024
CITY STATE BANK----1,000-100.00%-Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.----403-100.00%-Jun 30, 2024
IFP ADVISORS, INC----61-100.00%-Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC----53-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----37-100.00%-Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST----14-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----1-100.00%-Jun 30, 2024

KKR Real Estate Finance Trust's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -2.15M shares, valued at -, as of undefined.

KKR Real Estate Finance Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
CGM TRUST1.00%1,359,000--Sep 30, 2022
PFM Multi-Manager Series Trust0.89%736,589--Dec 31, 2023
ELLINGTON INCOME OPPORTUNITIES FUND0.64%300,000--Mar 31, 2024
Managed Account Series II0.37%2,950,000--Jan 31, 2024
MASSMUTUAL PREMIER FUNDS0.35%10,000,000--Dec 31, 2023
Ultimus Managers Trust0.28%3,250,000--Feb 29, 2024
FIDELITY SECURITIES FUND0.22%20,450,000--Jan 31, 2024
MFS VARIABLE INSURANCE TRUST0.17%5,197,500--Mar 31, 2024
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust0.16%650,000--Feb 29, 2024
Guggenheim Active Allocation Fund0.15%950,000--Feb 29, 2024
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND0.15%2,850,000--Feb 29, 2024
MASSMUTUAL PREMIER FUNDS0.14%3,959,170--Dec 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.13%2,062,500--Apr 30, 2022
Goldman Sachs Real Estate Diversified Income Fund0.13%258,873--Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.12%3,500,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.12%300,000--Mar 31, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.0.11%1,000,0001,000,000-Sep 30, 2023
Miller Investment Trust0.11%1,000,000--Jan 31, 2024
MANNING & NAPIER FUND, INC.0.11%5,000,000--Mar 28, 2024
BBH Trust0.10%9,785,342--Jan 31, 2024
MFS SERIES TRUST V0.10%6,072,723--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.09%12,900,000--Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.09%2,560,000--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.09%383,3535,8011.54%Feb 29, 2024
DIAMOND HILL FUNDS0.08%3,750,000--Dec 31, 2023
MFS VARIABLE INSURANCE TRUST III0.08%1,355,500--Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.08%800,000--Jan 31, 2024
WEITZ FUNDS0.08%2,500,000--Mar 31, 2024
Voya EQUITY TRUST0.08%115,1237,4536.92%Feb 29, 2024
MFS SERIES TRUST IX0.08%17,210,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.07%38,141--Mar 31, 2024
MFS VARIABLE INSURANCE TRUST0.06%2,007,207--Mar 31, 2024
ADVISORS SERIES TRUST0.06%3,000,000--Jan 31, 2024
Federated Hermes MDT Series0.06%146,653--Jan 31, 2024
DIAMOND HILL FUNDS0.06%2,693,156--Dec 31, 2023
GUGGENHEIM FUNDS TRUST0.06%31,800,00031,800,000-Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.05%59,491-6,924-10.43%Jan 31, 2024
MFS SERIES TRUST XV0.05%1,177,500--Jan 31, 2024
Apollo Diversified Real Estate Fund0.05%182,070--Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%28,760--Mar 31, 2024
Global X Funds0.04%1,981,330-101,241-4.86%Jan 31, 2024
LORD ABBETT INVESTMENT TRUST0.04%42,220,000--Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%106,500--Mar 31, 2024
MFS SERIES TRUST IX0.04%9,074,500--Jan 31, 2024
GUGGENHEIM FUNDS TRUST0.04%22,531,363--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.04%146,156--Jan 31, 2024
Barings Funds Trust0.04%18,400,00018,400,000-Sep 30, 2021
Collaborative Investment Series Trust0.04%5,796--Mar 31, 2024
Guggenheim Variable Funds Trust0.04%150,000150,000-Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.03%138,110--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.03%4,654,000--Mar 31, 2024
FIDELITY SECURITIES FUND0.03%3,000,000--Jan 31, 2024
MFS SERIES TRUST VIII0.03%1,295,000--Jan 31, 2024
iShares U.S. ETF Trust0.03%3,205,000--Jan 31, 2024
MML Series Investment Fund II0.02%4,401,124--Dec 31, 2023
PIMCO VARIABLE INSURANCE TRUST0.02%21,500,000--Mar 31, 2024
Fidelity Commonwealth Trust II0.02%138,29818,74015.67%Aug 31, 2023
METROPOLITAN WEST FUNDS0.02%16,548,411--Mar 28, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.02%412,711--Mar 31, 2024
GUGGENHEIM FUNDS TRUST0.02%10,700,000--Dec 31, 2023
Brinker Capital Destinations Trust0.02%1,127,000--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.02%104,674-3,411-3.16%Mar 31, 2024
MFS SERIES TRUST XIII0.02%1,285,000--Feb 29, 2024
WEITZ FUNDS0.02%500,000--Mar 31, 2024
DoubleLine Funds Trust0.02%19,322,00011,380,000143.29%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%8,884--Mar 31, 2024
SSGA FUNDS0.01%6,544--Feb 29, 2024
MML Series Investment Fund II0.01%2,900,000--Dec 31, 2023
LORD ABBETT INVESTMENT TRUST0.01%13,831,000--Feb 29, 2024
Investment Managers Series Trust II0.01%170,894-23,444-12.06%Mar 31, 2024
Natixis Funds Trust IV0.01%4,1262135.44%Jan 31, 2024
MML Series Investment Fund II0.01%2,450,000--Dec 31, 2023
PUTNAM INVESTMENT FUNDS0.01%59,295--Jan 31, 2024
LEGG MASON PARTNERS INSTITUTIONAL TRUST0.01%2,000,000--Feb 29, 2024
VANGUARD INDEX FUNDS0.01%4,412,433-893,613-16.84%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.01%118,18530,66335.03%Mar 31, 2024
SYNTAX ETF TRUST0.01%2867032.41%Mar 31, 2024
MML Series Investment Fund II0.01%1,670,000--Dec 31, 2023
GraniteShares ETF Trust0.01%36,723--Mar 31, 2024
METROPOLITAN WEST FUNDS0.01%6,900,000--Mar 28, 2024
PIMCO ETF Trust0.01%2,400,0002,400,000-Mar 31, 2024
Blackstone Alternative Investment Funds0.01%1,000,000--Mar 31, 2024
PIMCO Access Income Fund0.01%83,280--Mar 31, 2024
LEGG MASON PARTNERS VARIABLE INCOME TRUST0.01%670,000--Dec 29, 2023
Voya VARIABLE PORTFOLIOS INC0.01%247,810-872-0.35%Mar 31, 2024
PIMCO Dynamic Income Opportunities Fund0.01%442,832--Mar 31, 2024
JPMORGAN INSURANCE TRUST0.01%100,000--Mar 31, 2023
Federated Hermes Equity Funds0.01%144,874--Jan 31, 2024
IndexIQ ETF Trust0.01%14,558--Jan 31, 2024
SUNAMERICA SERIES TRUST0.01%2,332,500--Mar 31, 2024
FIDELITY COVINGTON TRUST0.01%112,970-4,928-4.18%Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.01%33,747--Feb 29, 2024
LITMAN GREGORY FUNDS TRUST0.01%400,000--Mar 31, 2024
JPMorgan Trust I0.01%7,500,000--Jan 31, 2024
VANGUARD QUANTITATIVE FUNDS0.01%27,90027,80027800.00%Mar 31, 2024
Nuveen Real Asset Income & Growth Fund0.01%14,814--Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%224,00117,7818.62%Jan 31, 2024
MML Series Investment Fund II0.00%900,000--Dec 31, 2023
MFS SERIES TRUST XV0.00%100,000--Jan 31, 2024
MFS CHARTER INCOME TRUST0.00%354,483--Feb 29, 2024

KKR Real Estate Finance Trust's largest mutual fund holder by % of total assets is "CGM TRUST", owning 1.36M shares, compromising 1.00% of its total assets.

KKR Real Estate Finance Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2496-39.62%
31 Mar, 24159-2.45%
31 Dec, 231633.16%
30 Sep, 23158-
30 Jun, 23158-5.95%
31 Mar, 23168-
31 Dec, 22168-
30 Sep, 22168-7.69%
30 Jun, 221822.82%
31 Mar, 221773.51%
31 Dec, 2117119.58%
30 Sep, 211435.15%
30 Jun, 211367.94%
31 Mar, 211267.69%
31 Dec, 20117-5.65%
30 Sep, 20124-3.13%
30 Jun, 20128-
31 Mar, 20128-3.03%
31 Dec, 1913230.69%
30 Sep, 19101-0.98%
30 Jun, 191024.08%
31 Mar, 19984.26%
31 Dec, 189427.03%
30 Sep, 187425.42%
30 Jun, 185913.46%
31 Mar, 1852-1.89%
31 Dec, 17533.92%
30 Sep, 17514.08%
30 Jun, 1749-

As of 30 Jun 24, 96 institutions are holding KKR Real Estate Finance Trust's shares, representing a decrease of -39.62% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2425,748,914-47.73%
31 Mar, 2449,258,6811.22%
31 Dec, 2348,665,321-1.71%
30 Sep, 2349,511,355-1.86%
30 Jun, 2350,450,382-4.50%
31 Mar, 2352,828,377-0.55%
31 Dec, 2253,119,4160.79%
30 Sep, 2252,701,2841.94%
30 Jun, 2251,700,203-0.60%
31 Mar, 2252,010,2947.59%
31 Dec, 2148,340,1275.59%
30 Sep, 2145,781,1280.16%
30 Jun, 2145,709,345-5.65%
31 Mar, 2148,448,0142.21%
31 Dec, 2047,399,363-1.94%
30 Sep, 2048,336,6040.13%
30 Jun, 2048,275,494-0.95%
31 Mar, 2048,740,620-0.42%
31 Dec, 1948,947,5498.78%
30 Sep, 1944,995,931-1.33%
30 Jun, 1945,600,1811.70%
31 Mar, 1944,836,2103.62%
31 Dec, 1843,271,2462.93%
30 Sep, 1842,041,3129.82%
30 Jun, 1838,281,707-0.97%
31 Mar, 1838,657,560-0.68%
31 Dec, 1738,921,2320.18%
30 Sep, 1738,852,8760.09%
30 Jun, 1738,818,135-

KKR Real Estate Finance Trust (KREF) has 25.75M shares outstanding as of 30 Jun 24, down -47.73% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2437.11%0.73%
31 Mar, 2471.20%1.44%
31 Dec, 2370.35%1.37%
30 Sep, 2371.64%1.34%
30 Jun, 2373.02%1.25%
31 Mar, 2376.46%1.29%
31 Dec, 2276.86%1.33%
30 Sep, 2275.96%1.34%
30 Jun, 2275.42%1.11%
31 Mar, 2282.44%1.13%
31 Dec, 2185.45%1.26%
30 Sep, 2182.28%1.22%
30 Jun, 2182.16%1.08%
31 Mar, 2187.11%1.22%
31 Dec, 2084.66%1.12%
30 Sep, 2087.11%1.15%
30 Jun, 2087.00%1.20%
31 Mar, 2084.99%1.17%
31 Dec, 1985.15%1.39%
30 Sep, 1978.36%1.24%
30 Jun, 1979.43%1.30%
31 Mar, 1978.13%1.41%
31 Dec, 1874.38%1.32%
30 Sep, 1875.20%1.44%
30 Jun, 1872.14%1.37%
31 Mar, 1872.48%1.38%
31 Dec, 1772.50%1.38%
30 Sep, 1772.36%1.04%
30 Jun, 1783.24%-

As of 30 Jun 24, KKR Real Estate Finance Trust is held by 37.11% institutional shareholders, representing a 0.73% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2440-44.44%
31 Mar, 24721.41%
31 Dec, 2371-
30 Sep, 2371-13.41%
30 Jun, 2382-10.87%
31 Mar, 239212.20%
31 Dec, 2282-8.89%
30 Sep, 2290-20.35%
30 Jun, 2211318.95%
31 Mar, 2295-18.10%
31 Dec, 2111631.82%
30 Sep, 21883.53%
30 Jun, 218523.19%
31 Mar, 216935.29%
31 Dec, 2051-17.74%
30 Sep, 2062-16.22%
30 Jun, 2074-1.33%
31 Mar, 2075-14.77%
31 Dec, 198866.04%
30 Sep, 1953-14.52%
30 Jun, 196229.17%
31 Mar, 1948-31.43%
31 Dec, 187025.00%
30 Sep, 185643.59%
30 Jun, 183925.81%
31 Mar, 183124.00%
31 Dec, 17254.17%
30 Sep, 1724-51.02%
30 Jun, 1749-

40 institutional shareholders have increased their position in KREF stock as of 30 Jun 24 compared to 72 in the previous quarter (a -44.44% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2435-43.55%
31 Mar, 2462-
31 Dec, 23628.77%
30 Sep, 235721.28%
30 Jun, 2347-7.84%
31 Mar, 2351-20.31%
31 Dec, 226416.36%
30 Sep, 225519.57%
30 Jun, 2246-11.54%
31 Mar, 225273.33%
31 Dec, 21303.45%
30 Sep, 21293.57%
30 Jun, 2128-34.88%
31 Mar, 21434.88%
31 Dec, 204117.14%
30 Sep, 2035-12.50%
30 Jun, 204025.00%
31 Mar, 203228.00%
31 Dec, 1925-19.35%
30 Sep, 193147.62%
30 Jun, 1921-16.00%
31 Mar, 192578.57%
31 Dec, 1814133.33%
30 Sep, 186-25.00%
30 Jun, 188-27.27%
31 Mar, 1811-21.43%
31 Dec, 17147.69%
30 Sep, 1713-
30 Jun, 17--

35 institutional shareholders have reduced their position in KREF stock as of 30 Jun 24 compared to 62 in the previous quarter (a -43.55% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2496-39.62%25,748,914-47.73%37.11%0.73%40-44.44%35-43.55%
31 Mar, 24159-2.45%49,258,6811.22%71.20%1.44%721.41%62-
31 Dec, 231633.16%48,665,321-1.71%70.35%1.37%71-628.77%
30 Sep, 23158-49,511,355-1.86%71.64%1.34%71-13.41%5721.28%
30 Jun, 23158-5.95%50,450,382-4.50%73.02%1.25%82-10.87%47-7.84%
31 Mar, 23168-52,828,377-0.55%76.46%1.29%9212.20%51-20.31%
31 Dec, 22168-53,119,4160.79%76.86%1.33%82-8.89%6416.36%
30 Sep, 22168-7.69%52,701,2841.94%75.96%1.34%90-20.35%5519.57%
30 Jun, 221822.82%51,700,203-0.60%75.42%1.11%11318.95%46-11.54%
31 Mar, 221773.51%52,010,2947.59%82.44%1.13%95-18.10%5273.33%
31 Dec, 2117119.58%48,340,1275.59%85.45%1.26%11631.82%303.45%
30 Sep, 211435.15%45,781,1280.16%82.28%1.22%883.53%293.57%
30 Jun, 211367.94%45,709,345-5.65%82.16%1.08%8523.19%28-34.88%
31 Mar, 211267.69%48,448,0142.21%87.11%1.22%6935.29%434.88%
31 Dec, 20117-5.65%47,399,363-1.94%84.66%1.12%51-17.74%4117.14%
30 Sep, 20124-3.13%48,336,6040.13%87.11%1.15%62-16.22%35-12.50%
30 Jun, 20128-48,275,494-0.95%87.00%1.20%74-1.33%4025.00%
31 Mar, 20128-3.03%48,740,620-0.42%84.99%1.17%75-14.77%3228.00%
31 Dec, 1913230.69%48,947,5498.78%85.15%1.39%8866.04%25-19.35%
30 Sep, 19101-0.98%44,995,931-1.33%78.36%1.24%53-14.52%3147.62%
30 Jun, 191024.08%45,600,1811.70%79.43%1.30%6229.17%21-16.00%
31 Mar, 19984.26%44,836,2103.62%78.13%1.41%48-31.43%2578.57%
31 Dec, 189427.03%43,271,2462.93%74.38%1.32%7025.00%14133.33%
30 Sep, 187425.42%42,041,3129.82%75.20%1.44%5643.59%6-25.00%
30 Jun, 185913.46%38,281,707-0.97%72.14%1.37%3925.81%8-27.27%
31 Mar, 1852-1.89%38,657,560-0.68%72.48%1.38%3124.00%11-21.43%
31 Dec, 17533.92%38,921,2320.18%72.50%1.38%254.17%147.69%
30 Sep, 17514.08%38,852,8760.09%72.36%1.04%24-51.02%13-
30 Jun, 1749-38,818,135-83.24%-49---

KKR Real Estate Finance Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 09, 2024Mattson W Patrickofficer President and COOP-PurchaseBuy10,000$9.72$97.20K308,446
Feb 09, 2024Salem Matthew Adirector, officer Chief Executive OfficerP-PurchaseBuy26,000$9.72$252.83K460,309
May 15, 2023Lee Christen E.J.director-P-PurchaseBuy10,000$10.17$101.66K15,000

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 09, 2024Mattson W Patrickofficer President and COOP-PurchaseBuy10,000$9.72$97.20K308,446
Feb 09, 2024Salem Matthew Adirector, officer Chief Executive OfficerP-PurchaseBuy26,000$9.72$252.83K460,309
May 15, 2023Lee Christen E.J.director-P-PurchaseBuy10,000$10.17$101.66K15,000

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 09, 2024Lee Christen E.J.director-G-GiftSell2,646--254,981
Feb 09, 2024Lee Christen E.J.director-G-GiftSell3,664--251,317
Oct 03, 2023Lee Christen E.J.director-F-InKindSell30,654$11.87$363.86K232,627
Oct 03, 2023Mattson W Patrickofficer President and COOF-InKindSell15,705$11.87$186.42K229,946
Oct 03, 2023Napolitano Vincent J.officer General Counsel and SecretaryF-InKindSell2,787$11.87$33.08K15,518
Oct 03, 2023Decious Kendraofficer CFO and TreasurerF-InKindSell4,029$11.87$47.82K24,293
Oct 03, 2023Salem Matthew Aofficer Chief Executive OfficerF-InKindSell28,758$11.87$341.36K358,059

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 23, 2024MCANENY DEBORAH Hdirector-A-AwardBuy11,270--51,021
Apr 23, 2024Madoff Pauladirector-A-AwardBuy11,270--41,104
Apr 23, 2024Langer Jonathan Adirector-A-AwardBuy11,270--58,521
Apr 23, 2024ESTEVES IRENE Mdirector-A-AwardBuy11,270--40,890
Apr 23, 2024AHERN TERRANCE Rdirector-A-AwardBuy11,270--26,469
Feb 09, 2024Lee Christen E.J.director-G-GiftSell2,646--254,981
Feb 09, 2024Lee Christen E.J.director-G-GiftSell3,664--251,317
Feb 09, 2024Mattson W Patrickofficer President and COOP-PurchaseBuy10,000$9.72$97.20K308,446
Feb 09, 2024Salem Matthew Adirector, officer Chief Executive OfficerP-PurchaseBuy26,000$9.72$252.83K460,309
Dec 20, 2023Lee Christen E.J.director-A-AwardBuy25,000--257,627
Dec 20, 2023Salem Matthew Adirector, officer Chief Executive OfficerA-AwardBuy76,250--434,309
Dec 20, 2023Napolitano Vincent J.officer General Counsel and SecretaryA-AwardBuy12,500--28,018
Dec 20, 2023Mattson W Patrickofficer President and COOA-AwardBuy68,500--298,446
Dec 20, 2023Decious Kendraofficer CFO and TreasurerA-AwardBuy24,000--48,293
Oct 03, 2023Lee Christen E.J.director-F-InKindSell30,654$11.87$363.86K232,627
Oct 03, 2023Mattson W Patrickofficer President and COOF-InKindSell15,705$11.87$186.42K229,946
Oct 03, 2023Napolitano Vincent J.officer General Counsel and SecretaryF-InKindSell2,787$11.87$33.08K15,518
Oct 03, 2023Decious Kendraofficer CFO and TreasurerF-InKindSell4,029$11.87$47.82K24,293
Oct 03, 2023Salem Matthew Aofficer Chief Executive OfficerF-InKindSell28,758$11.87$341.36K358,059
May 15, 2023Lee Christen E.J.director-P-PurchaseBuy10,000$10.17$101.66K15,000

The last insider sell of KKR Real Estate Finance Trust's stock was made by Lee Christen E.J. on Feb 09 2024, selling 2,646 shares at - per share (valued at -). The last insider buy of KREF was made by Mattson W Patrick on Feb 09 2024, buying 10,000 shares at $9.72 per share (worth $97.20K).

KKR Real Estate Finance Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 202422100.00%
Q4 20231010100.00%
Q2 202316--
Q4 202210--
Q2 202254125.00%
Q1 2022-1-
Q4 20215683.33%
Q3 2021-3-
Q2 202142200.00%
Q1 2021-29-
Q4 20204449.09%
Q3 2020-10-
Q2 202073233.33%
Q1 2020-1-
Q4 201944100.00%
Q3 20192--
Q2 201943133.33%
Q4 201873233.33%
Q3 201842200.00%
Q2 201833100.00%

2 total buy trades, and 2 total sell trades (buy/sell ratio of 1.00%) were made by KKR Real Estate Finance Trust's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20242--
Q4 2023---
Q2 20236--
Q4 2022---
Q2 2022-4-
Q1 2022---
Q4 2021---
Q3 2021-3-
Q2 2021-2-
Q1 2021-28-
Q4 2020-40-
Q3 2020-10-
Q2 20203--
Q1 2020---
Q4 2019---
Q3 20192--
Q2 2019---
Q4 201833100.00%
Q3 2018---
Q2 20181--

As of Q1 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of KKR Real Estate Finance Trust's stocks.

KKR Real Estate Finance Trust Peer Ownership


TickerCompany
ACREAres Commercial Real Estate Corporation
ARRARMOUR Residential REIT, Inc.
RCReady Capital Corporation
LADRLadder Capital Corp
CMTGClaros Mortgage Trust, Inc.
ORCOrchid Island Capital, Inc.
EARNEllington Residential Mortgage REIT
CHMICherry Hill Mortgage Investment Corporation
AJXGreat Ajax Corp.
ARIApollo Commercial Real Estate Finance, Inc.
EFCEllington Financial Inc.
REFIChicago Atlantic Real Estate Finance, Inc.
DXDynex Capital, Inc.

KREF Ownership FAQ


KKR Real Estate Finance Trust is owned by institutional shareholders (37.11%), insiders (1.65%), and public (61.24%). The largest institutional shareholder of KKR Real Estate Finance Trust is BLACKROCK INC. (14.71% of total shares) and the top mutual fund owner is CGM TRUST (1.00% of total shares).

KKR Real Estate Finance Trust's major institutional shareholders are BLACKROCK INC., KOHLBERG KRAVIS ROBERTS & CO. L.P., VANGUARD GROUP INC, NAN SHAN LIFE INSURANCE CO., LTD., and STATE STREET CORP. The top five shareholders own together 45.03% of the company's share outstanding.

As of Jun 2024, there are 96 institutional shareholders of KKR Real Estate Finance Trust.

BLACKROCK INC owns 10.2M shares of KKR Real Estate Finance Trust, representing 14.71% of the company's total shares outstanding, valued at $92.34M (as of Jun 2024).

As of Jun 2024, KOHLBERG KRAVIS ROBERTS & CO. L.P holds 10M shares of KKR Real Estate Finance Trust (KREF), compromising 14.41% of the company, valued at $90.5M.

VANGUARD GROUP INC is the third largest holder of KKR Real Estate Finance Trust. The company owns 5.79M of the company's shares outstanding (worth $52.39M).