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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 72.57% institutional investors, 2.11% insiders, and 25.32% retail investors. Kohlberg kravis roberts is the largest institutional shareholder, holding 14.88% of KREF shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.18% of its assets in KKR Real Estate Finance Trust shares.

KREF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockKKR Real Estate Finance Trust72.57%2.11%25.32%
SectorReal Estate Stocks 70.61%9.19%20.19%
IndustryMortgage REIT Stocks51.39%4.96%43.65%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kohlberg kravis roberts10.00M14.88%$87.70M
Blackrock10.20M14.71%$92.34M
Blackrock funding, inc. /de9.39M13.98%$84.55M
Vanguard group3.67M5.46%$33.04M
Nan shan life insurance3.06M4.55%$26.84M
State street2.17M3.13%$20.22M
Nomura1.52M2.20%$13.79M
Geode capital management1.34M2.00%$12.10M
Mirae asset global etfs1.05M1.51%$10.56M
Charles schwab investment management906.00K1.35%$8.15M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kohlberg kravis roberts10.00M1.81%$87.70M
Nokomis capital340.39K0.99%$2.99M
Nan shan life insurance3.06M0.60%$26.84M
Gp brinson investments104.71K0.38%$942.35K
Condor capital management374.06K0.28%$3.37M
Gfs advisors216.17K0.25%$1.95M
1776 wealth31.51K0.11%$283.60K
Transce3nd982.000.09%$10.57K
Abel hall23.08K0.09%$202.42K
Westbourne investments18.00K0.07%$146.52K

Top Buyers

HolderShares% AssetsChange
Nomura1.52M0.03%1.52M
Wellington management group llp529.75K0.00%529.75K
Price t rowe associates inc /md/477.63K0.00%458.53K
Balyasny asset management536.08K0.01%421.66K
Nokomis capital340.39K0.99%340.39K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---2.15M
Azora capital lp---1.63M
Vanguard group3.67M0.00%-1.55M
Invesco716.64K0.00%-590.28K
Nicola wealth management---453.00K

New Positions

HolderShares% AssetsChangeValue
Nomura1.52M0.03%1.52M$13.79M
Wellington management group llp529.75K0.00%529.75K$5.35M
Nokomis capital340.39K0.99%340.39K$2.99M
Soltis investment advisors48.45K0.03%48.45K$436.07K
Brevan howard capital management lp27.39K0.00%27.39K$240.18K

Sold Out

HolderChange
Mendota financial group-5.00
Truvestments capital-25.00
Stephens consulting-35.00
Capital performance advisors llp-35.00
Goalvest advisory-40.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025167-7.22%48,760,180-2.36%721.38%77-11.49%609.09%
Mar 31, 20251792.29%49,927,324-1.52%721.36%87-4.40%5525.00%
Dec 31, 2024163-8.94%47,958,484-5.72%691.29%84-14.29%43-12.24%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.40M5.18%-
Vanguard Total Stock Mkt Idx Inv1.82M2.78%-40.46K
Vanguard US Total Market Shares ETF1.90M2.76%400.00K
iShares Russell 2000 ETF1.42M2.16%-
Fuh Hwa FTSE Mortgage REITs ETF1.18M1.71%120.32K
Global X SuperDividend™ ETF758.44K1.15%14.06K
iShares Mortgage Real Estate Capped ETF727.36K1.11%-
Vanguard Small Cap Index699.35K1.06%-4.62K
Invesco KBW High Dividend Yld Fincl ETF740.12K1.06%-
Dynamic Alternative Yield Series IP700.00K1.01%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 06, 2025AHERN TERRANCE R-Buy$185.20K
Nov 07, 2025Lee Christen E.J.-Buy$77.98K
Nov 06, 2025Mattson W Patrick President and COOBuy$102.81K
Nov 06, 2025Salem Matthew A Chief Executive OfficerBuy$250.96K
Feb 08, 2024Mattson W Patrick President and COOBuy$97.20K

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q2--
2024 Q4--
2024 Q2--
2024 Q12-

KREF Ownership FAQ

Who Owns KKR Real Estate Finance Trust?

KKR Real Estate Finance Trust shareholders are primarily institutional investors at 72.57%, followed by 2.11% insiders and 25.32% retail investors. The average institutional ownership in KKR Real Estate Finance Trust's industry, Mortgage REIT Stocks, is 51.39%, 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 Kohlberg kravis roberts (10M shares, 14.88%), Blackrock (10.2M shares, 14.71%), and Blackrock funding, inc. /de (9.39M shares, 13.98%). Together, they hold 43.57% 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 1.81% of its assets in 10M KKR Real Estate Finance Trust shares, valued at 87.7M$.

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 5.18% of its total shares outstanding invested in 3.4M KKR Real Estate Finance Trust shares.

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