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


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

35.14%

Insider Ownership

1.65%

Retail Ownership

63.20%

Institutional Holders

83.00

KKR Real Estate Finance Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.05%0.00%10,414,825-125,151-1.19%104,773,140Mar 31, 2024
KOHLBERG KRAVIS ROBERTS & CO. L.P.14.46%2.59%10,000,001--100,600,010Mar 31, 2024
VANGUARD GROUP INC8.31%0.00%5,750,980-15,773-0.27%57,854,859Mar 31, 2024
NAN SHAN LIFE INSURANCE CO., LTD.4.45%0.73%3,079,453--30,979,297Mar 31, 2024
STATE STREET CORP3.34%0.00%2,313,103-2,094-0.09%23,854,189Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.3.11%0.05%2,148,784178,6039.07%24,152,332Mar 31, 2024
INVESCO LTD.2.16%0.00%1,494,240298,10924.92%15,032,055Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.92%0.00%1,325,76226,2352.02%13,339,387Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.1.42%0.02%985,661939,8392051.07%9,915,750Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.26%0.00%874,35070,1368.72%8,795,961Mar 31, 2024
JPMORGAN CHASE & CO1.09%0.00%753,09013,8751.88%7,576,086Mar 31, 2024
MORGAN STANLEY1.04%0.00%720,147-155,389-17.75%7,244,692Mar 31, 2024
STEPHENS INC /AR/0.92%0.10%639,464-40,902-6.01%6,433,005Mar 31, 2024
NORTHERN TRUST CORP0.84%0.00%582,351-18,021-3.00%5,858,450Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC0.70%0.01%485,62415,1243.21%4,885,378Mar 31, 2024
NICOLA WEALTH MANAGEMENT LTD.0.65%0.60%453,000--6,171,333Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.58%0.00%403,563-17,327-4.12%4,059,842Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.50%0.00%346,35042,73014.07%3,484,282Mar 31, 2024
GFS ADVISORS, LLC0.41%0.47%281,335--2,830,000Mar 31, 2024
GOLDMAN SACHS GROUP INC0.40%0.00%273,74332,91213.67%2,753,854Mar 31, 2024

KKR Real Estate Finance Trust's largest institutional shareholder is BLACKROCK INC., holding 15.05% of the company's total share outstanding, currently valued at $104.77M. The top 10 institutional shareholders own together 55.49% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KOHLBERG KRAVIS ROBERTS & CO. L.P.14.46%2.59%10,000,001--100,600,010Mar 31, 2024
SIGNIFICANT WEALTH PARTNERS LLC0.38%1.72%259,78745,30821.12%2,613,454Mar 31, 2024
GP BRINSON INVESTMENTS LLC0.39%1.16%268,909--2,705,225Mar 31, 2024
NAN SHAN LIFE INSURANCE CO., LTD.4.45%0.73%3,079,453--30,979,297Mar 31, 2024
NICOLA WEALTH MANAGEMENT LTD.0.65%0.60%453,000--6,171,333Mar 31, 2024
AXS INVESTMENTS LLC0.25%0.59%170,894-23,444-12.06%1,719,194Mar 31, 2024
GFS ADVISORS, LLC0.41%0.47%281,335--2,830,000Mar 31, 2024
STEPHENS INC /AR/0.92%0.10%639,464-40,902-6.01%6,433,005Mar 31, 2024
TRIUMPH CAPITAL MANAGEMENT0.03%0.08%20,0753,13818.53%197,937Mar 31, 2024
AUTUMN GLORY PARTNERS, LLC0.02%0.07%15,0002,00015.38%150,900Mar 31, 2024
WHETSTONE CAPITAL ADVISORS, LLC0.02%0.07%16,40016,400100.00%165,000Mar 31, 2024
ARETE WEALTH ADVISORS, LLC0.10%0.07%69,8689,23415.23%702,873Mar 31, 2024
XML FINANCIAL, LLC0.08%0.06%53,732-13,283-19.82%540,544Mar 31, 2024
SAMALIN INVESTMENT COUNSEL, LLC0.02%0.06%11,474-1,862-13.96%115,428Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.3.11%0.05%2,148,784178,6039.07%24,152,332Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.05%5,3895,389100.00%54,213Mar 31, 2024
INCEPTIONR LLC0.02%0.04%16,79616,796100.00%168,968Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.31%0.04%212,10066,71645.89%2,134,000Mar 31, 2024
ALGERT GLOBAL LLC0.12%0.03%82,2606,3008.29%828,000Mar 31, 2024
FUTURE FINANCIAL WEALTH MANAGMENT LLC0.01%0.03%4,0004,000100.00%40,240Mar 31, 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 2.59% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.1.42%0.02%985,661939,8392051.07%9,915,750Mar 31, 2024
INVESCO LTD.2.16%0.00%1,494,240298,10924.92%15,032,055Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.31%0.00%214,600214,600100.00%2,159,000Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.3.11%0.05%2,148,784178,6039.07%24,152,332Mar 31, 2024
D. E. SHAW & CO., INC.0.24%0.00%165,196143,061646.31%1,661,872Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.26%0.00%874,35070,1368.72%8,795,961Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.31%0.04%212,10066,71645.89%2,134,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.09%0.00%61,80061,800100.00%621,708Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.08%0.00%53,30053,300100.00%536,198Mar 31, 2024
CIBC WORLD MARKET INC.0.07%0.00%50,90750,907100.00%512,000Mar 31, 2024
SIGNIFICANT WEALTH PARTNERS LLC0.38%1.72%259,78745,30821.12%2,613,454Mar 31, 2024
QUANTBOT TECHNOLOGIES LP0.06%0.02%43,94043,940100.00%442,036Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.06%0.00%43,57443,574100.00%438,354Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.50%0.00%346,35042,73014.07%3,484,282Mar 31, 2024
JANE STREET GROUP, LLC0.10%0.00%70,38139,054124.67%708,032Mar 31, 2024
VAN ECK ASSOCIATES CORP0.39%0.00%272,00236,29915.40%2,736,000Mar 31, 2024
GOLDMAN SACHS GROUP INC0.40%0.00%273,74332,91213.67%2,753,854Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%32,63432,634100.00%328,298Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.04%0.01%28,93828,938100.00%291,116Mar 31, 2024
BNP PARIBAS ARBITRAGE, SNC0.07%0.00%47,50427,230134.31%477,890Mar 31, 2024

As of Mar 31 2024, KKR Real Estate Finance Trust's largest institutional buyer is BALYASNY ASSET MANAGEMENT L.P.. The company purchased 939.84K stocks of KREF, valued at $9.92M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANZ ASSET MANAGEMENT GMBH0.03%0.00%19,100-526,112-96.50%192,146Mar 31, 2024
MORGAN STANLEY1.04%0.00%720,147-155,389-17.75%7,244,692Mar 31, 2024
BLACKROCK INC.15.05%0.00%10,414,825-125,151-1.19%104,773,140Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.02%0.00%14,360-108,389-88.30%144,462Mar 31, 2024
LIDO ADVISORS, LLC0.10%0.00%68,744-85,372-55.39%708,751Mar 31, 2024
WELLS FARGO & COMPANY/MN0.15%0.00%103,939-84,268-44.77%1,045,627,000Mar 31, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.04%0.00%30,906-74,508-70.68%310,914Mar 31, 2024
HST VENTURES, LLC----68,795-100.00%-Mar 31, 2024
CI PRIVATE WEALTH, LLC----49,700-100.00%-Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.21%0.00%143,176-48,216-25.19%1,441,549Mar 31, 2024
BANK OF AMERICA CORP /DE/0.05%-37,292-47,740-56.14%375,157,000Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.02%0.00%16,255-43,315-72.71%163,525Mar 31, 2024
STEPHENS INC /AR/0.92%0.10%639,464-40,902-6.01%6,433,005Mar 31, 2024
BARCLAYS PLC0.08%0.00%54,530-39,368-41.93%548,000Mar 31, 2024
WAVERLY ADVISORS, LLC----35,207-100.00%-Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.00%-403-34,645-98.85%4,054Mar 31, 2024
QUEST PARTNERS LLC--1-30,431-100.00%10Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----29,335-100.00%-Mar 31, 2024
CETERA ADVISOR NETWORKS LLC----25,964-100.00%-Mar 31, 2024
AXS INVESTMENTS LLC0.25%0.59%170,894-23,444-12.06%1,719,194Mar 31, 2024

As of Mar 31 2024, KKR Real Estate Finance Trust's biggest institutional seller is ALLIANZ ASSET MANAGEMENT GMBH. The company sold -0.53M shares of KREF, valued at $192.15K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RENAISSANCE TECHNOLOGIES LLC0.31%0.00%214,600214,600100.00%2,159,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.09%0.00%61,80061,800100.00%621,708Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.08%0.00%53,30053,300100.00%536,198Mar 31, 2024
CIBC WORLD MARKET INC.0.07%0.00%50,90750,907100.00%512,000Mar 31, 2024
QUANTBOT TECHNOLOGIES LP0.06%0.02%43,94043,940100.00%442,036Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.06%0.00%43,57443,574100.00%438,354Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%32,63432,634100.00%328,298Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD0.04%0.02%26,35426,354100.00%265,121Mar 31, 2024
TRANSCEND CAPITAL ADVISORS, LLC0.03%0.02%23,00023,000100.00%231,380Mar 31, 2024
ENGINEERS GATE MANAGER LP0.03%0.01%21,54021,540100.00%216,692Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC0.03%0.00%19,50019,500100.00%196,170Mar 31, 2024
INCEPTIONR LLC0.02%0.04%16,79616,796100.00%168,968Mar 31, 2024
WHETSTONE CAPITAL ADVISORS, LLC0.02%0.07%16,40016,400100.00%165,000Mar 31, 2024
DIVERSIFIED TRUST CO0.01%0.00%10,00010,000100.00%100,600Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.05%5,3895,389100.00%54,213Mar 31, 2024
FUTURE FINANCIAL WEALTH MANAGMENT LLC0.01%0.03%4,0004,000100.00%40,240Mar 31, 2024
ARLINGTON TRUST CO LLC0.00%0.01%3,4003,400100.00%34,204Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%8585100.00%1,146,000Mar 31, 2024
CORNERSTONE PLANNING GROUP LLC0.00%0.00%5353100.00%512Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%-3737100.00%372Mar 31, 2024
UMB BANK, N.A.--2828100.00%282Mar 31, 2024
PARKSIDE FINANCIAL BANK & TRUST--1414100.00%141,000Mar 31, 2024

KKR Real Estate Finance Trust's largest new institutional shareholder by number of shares is RENAISSANCE TECHNOLOGIES LLC, purchased 214.60K shares, valued at $2.16M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HST VENTURES, LLC----68,795-100.00%-Mar 31, 2024
CI PRIVATE WEALTH, LLC----49,700-100.00%-Mar 31, 2024
WAVERLY ADVISORS, LLC----35,207-100.00%-Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----29,335-100.00%-Mar 31, 2024
CETERA ADVISOR NETWORKS LLC----25,964-100.00%-Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----22,994-100.00%-Mar 31, 2024
QUADRATURE CAPITAL LTD----22,669-100.00%-Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP----21,898-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----21,345-100.00%-Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----17,133-100.00%-Mar 31, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----16,821-100.00%-Mar 31, 2024
IEQ CAPITAL, LLC----15,329-100.00%-Mar 31, 2024
MISSION WEALTH MANAGEMENT, LP----14,946-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----9,995-100.00%-Mar 31, 2024
STATE OF WYOMING----3,349-100.00%-Mar 31, 2024
LM ADVISORS LLC----3,200-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----2,865-100.00%-Mar 31, 2024
KBC GROUP NV----2,818-100.00%-Mar 31, 2024
ROBLE, BELKO & COMPANY, INC----1,844-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----744-100.00%-Mar 31, 2024
QUARRY LP----401-100.00%-Mar 31, 2024
MANCHESTER CAPITAL MANAGEMENT LLC----238-100.00%-Mar 31, 2024
CAPITAL ADVISORS, LTD. LLC----80-100.00%-Mar 31, 2024
SRS CAPITAL ADVISORS, INC.----16-100.00%-Mar 31, 2024
TFO-TDC, LLC----14-100.00%-Mar 31, 2024
CREWE ADVISORS LLC----11-100.00%-Mar 31, 2024

KKR Real Estate Finance Trust's largest sold out institutional shareholder by shares sold is HST VENTURES, LLC, sold -68.80K 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
GraniteShares ETF Trust0.68%36,723--Dec 31, 2023
ELLINGTON INCOME OPPORTUNITIES FUND0.65%300,000--Dec 31, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.56%412,711--Jan 31, 2024
Goldman Sachs Real Estate Diversified Income Fund0.13%258,873--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.12%300,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.09%12,900,000--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.09%383,3535,8011.54%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.08%800,000--Jan 31, 2024
Voya EQUITY TRUST0.08%115,1237,4536.92%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.08%38,141--Dec 31, 2023
Federated Hermes MDT Series0.06%146,653--Jan 31, 2024
BNY MELLON INDEX FUNDS, INC.0.05%59,491-6,924-10.43%Jan 31, 2024
Apollo Diversified Real Estate Fund0.05%182,070--Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.05%28,760--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%106,500--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.04%146,156--Jan 31, 2024
Collaborative Investment Series Trust0.03%5,796--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.03%4,654,000--Dec 31, 2023
Fidelity Commonwealth Trust II0.02%138,29818,74015.67%Aug 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%8,884--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.02%108,0859,94110.13%Dec 31, 2023
SSGA FUNDS0.01%6,544--Feb 29, 2024
Natixis Funds Trust IV0.01%4,1262135.44%Jan 31, 2024
VANGUARD INDEX FUNDS0.01%5,306,046913,15020.79%Dec 31, 2023
PIMCO Access Income Fund0.01%83,280--Dec 31, 2023
FIDELITY COVINGTON TRUST0.01%114,266-3,632-3.08%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.01%248,6829,5594.00%Dec 31, 2023
PIMCO Dynamic Income Opportunities Fund0.01%442,832--Dec 31, 2023
SYNTAX ETF TRUST0.01%21652.37%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.01%87,522-709-0.80%Dec 31, 2023
IndexIQ ETF Trust0.01%14,558--Jan 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.01%33,747--Feb 29, 2024
Nuveen Real Asset Income & Growth Fund0.01%14,814250.17%Dec 31, 2023
Nushares ETF Trust0.00%31,513--Jan 31, 2024
UNIFIED SERIES TRUST0.00%17,000--Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.00%933--Dec 31, 2023
Principal Exchange-Traded Funds0.00%43,89943,77234466.14%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%13,556--Dec 31, 2023
TARGET PORTFOLIO TRUST0.00%66,7005,4008.81%Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%974,030867,895817.73%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%566,20783,46817.29%Feb 29, 2024
ETF Series Solutions0.00%50,7173,9808.52%Feb 29, 2024
Meeder Funds0.00%14,237--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%532,184-15,627-2.85%Feb 29, 2024
Calvert Variable Products, Inc.0.00%5,856--Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.00%5,400--Mar 31, 2024
PUTNAM VARIABLE TRUST0.00%40,475--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%143,8011380.10%Jan 31, 2024
SHELTON FUNDS0.00%2,854--Feb 29, 2024
STEWARD FUNDS, INC.0.00%3,250--Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%454,867-52,252-10.30%Dec 31, 2023
PRAXIS MUTUAL FUNDS0.00%13,750--Dec 31, 2023
JNL VARIABLE FUND LLC0.00%6,823--Mar 31, 2020
CLEARWATER INVESTMENT TRUST0.00%10,600--Dec 29, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%27,372--Dec 31, 2023
VALIC Co II0.00%29,0002,5009.43%Feb 28, 2021
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%3,593--Dec 31, 2023
Virtus Strategy Trust0.00%17,000--Dec 29, 2023
PRUDENTIAL SERIES FUND0.00%62,108-500-0.80%Dec 29, 2023
Catholic Responsible Investments Funds0.00%26,315-1,079-3.94%Jan 31, 2024
Natixis Funds Trust II0.00%5,866--Feb 29, 2024
Aspiriant Trust0.00%6,973--Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,854-81-2.76%Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%32,812-4,548-12.17%Dec 31, 2023
NEW COVENANT FUNDS0.00%2,440--Dec 31, 2023
Mutual of America Variable Insurance Portfolios, Inc.0.00%368-52-12.38%Sep 30, 2023
THRIVENT SERIES FUND INC0.00%51,882-1,221-2.30%Dec 29, 2023
Franklin Alternative Strategies Funds0.00%252,000--Feb 29, 2024
SunAmerica Specialty Series0.00%236--Apr 30, 2021
JPMORGAN INSURANCE TRUST0.00%5,682-17,218-75.19%Mar 31, 2023
STERLING CAPITAL FUNDS0.00%8,446--Dec 29, 2023
VANGUARD WORLD FUND0.00%90,732-3,872-4.09%Feb 29, 2024
FINANCIAL INVESTORS TRUST0.00%26,920--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%25,8003,40015.18%Dec 31, 2023
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.00%3,430--Jan 31, 2024
PFM Multi-Manager Series Trust0.00%200--Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.00%10,1913853.93%Dec 31, 2023
TIAA-CREF LIFE FUNDS0.00%648--Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%19,17512,457185.43%Dec 31, 2023
VALIC Co I0.00%62,3203,0855.21%Feb 29, 2024
KP Funds0.00%9,6008009.09%Sep 30, 2020
GPS Funds I0.00%1,079--Dec 31, 2023
FLEXSHARES TRUST0.00%16,102-388-2.35%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%3,444--Feb 29, 2024
SEASONS SERIES TRUST0.00%4,363-170-3.75%Dec 31, 2023
NORTHWESTERN MUTUAL SERIES FUND INC0.00%22,237--Dec 31, 2023
RUSSELL INVESTMENT CO0.00%49,538--Jan 31, 2024
OLD WESTBURY FUNDS INC0.00%19,406--Jan 31, 2024
Victory Portfolios II0.00%7,554--Dec 31, 2023
HC CAPITAL TRUST0.00%3,9132,229132.36%Dec 31, 2023
RUSSELL INVESTMENT FUNDS0.00%8,380--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%258,95628,15512.20%Feb 29, 2024
RYDEX SERIES FUNDS0.00%538--Dec 31, 2023
EQ ADVISORS TRUST0.00%144,1531,2950.91%Dec 31, 2023
JPMORGAN TRUST II0.00%118,120--Feb 29, 2024
ProFunds0.00%1,068-1,412-56.94%Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%21,2848774.30%Feb 29, 2024
Voya INVESTORS TRUST0.00%4,970-229-4.40%Dec 31, 2023
Goldman Sachs ETF Trust0.00%9,052-349-3.71%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 %
31 Mar, 2483-47.80%
31 Dec, 231593.25%
30 Sep, 23154-
30 Jun, 23154-7.23%
31 Mar, 23166-
31 Dec, 221661.22%
30 Sep, 22164-8.89%
30 Jun, 221803.45%
31 Mar, 221743.57%
31 Dec, 2116818.31%
30 Sep, 211425.97%
30 Jun, 211346.35%
31 Mar, 211267.69%
31 Dec, 20117-5.65%
30 Sep, 20124-3.13%
30 Jun, 201280.79%
31 Mar, 20127-3.79%
31 Dec, 1913232.00%
30 Sep, 19100-
30 Jun, 191002.04%
31 Mar, 19984.26%
31 Dec, 189427.03%
30 Sep, 187427.59%
30 Jun, 185811.54%
31 Mar, 1852-1.89%
31 Dec, 17533.92%
30 Sep, 17514.08%
30 Jun, 1749-

As of 31 Mar 24, 83 institutions are holding KKR Real Estate Finance Trust's shares, representing a decrease of -47.80% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2424,311,462-50.02%
31 Dec, 2348,642,974-1.70%
30 Sep, 2349,484,872-1.86%
30 Jun, 2350,421,501-4.45%
31 Mar, 2352,771,625-0.63%
31 Dec, 2253,104,1800.80%
30 Sep, 2252,684,6771.90%
30 Jun, 2251,700,203-0.57%
31 Mar, 2251,997,1537.57%
31 Dec, 2148,340,1245.59%
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, 2048,275,494-0.93%
31 Mar, 2048,729,533-0.45%
31 Dec, 1948,947,5498.87%
30 Sep, 1944,961,050-1.35%
30 Jun, 1945,577,8171.65%
31 Mar, 1944,836,2103.62%
31 Dec, 1843,271,2462.93%
30 Sep, 1842,041,3129.88%
30 Jun, 1838,261,499-1.02%
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 24.31M shares outstanding as of 31 Mar 24, down -50.02% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2435.14%0.71%
31 Dec, 2370.31%1.37%
30 Sep, 2371.60%1.34%
30 Jun, 2372.97%1.25%
31 Mar, 2376.38%1.24%
31 Dec, 2278.61%1.36%
30 Sep, 2275.93%1.33%
30 Jun, 2275.42%1.11%
31 Mar, 2282.42%1.24%
31 Dec, 2181.43%1.20%
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, 2084.97%1.17%
31 Dec, 1985.23%1.39%
30 Sep, 1978.30%1.24%
30 Jun, 1979.39%1.30%
31 Mar, 1978.13%1.41%
31 Dec, 1874.38%1.32%
30 Sep, 1875.20%1.45%
30 Jun, 1872.10%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 31 Mar 24, KKR Real Estate Finance Trust is held by 35.14% institutional shareholders, representing a 0.71% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2437-47.89%
31 Dec, 23711.43%
30 Sep, 2370-13.58%
30 Jun, 2381-10.99%
31 Mar, 23919.64%
31 Dec, 2283-7.78%
30 Sep, 2290-20.35%
30 Jun, 2211320.21%
31 Mar, 2294-18.26%
31 Dec, 2111532.18%
30 Sep, 21873.57%
30 Jun, 218421.74%
31 Mar, 216935.29%
31 Dec, 2051-17.74%
30 Sep, 2062-16.22%
30 Jun, 2074-
31 Mar, 2074-15.91%
31 Dec, 198866.04%
30 Sep, 1953-13.11%
30 Jun, 196127.08%
31 Mar, 1948-31.43%
31 Dec, 187025.00%
30 Sep, 185647.37%
30 Jun, 183822.58%
31 Mar, 183124.00%
31 Dec, 17254.17%
30 Sep, 1724-51.02%
30 Jun, 1749-

37 institutional shareholders have increased their position in KREF stock as of 31 Mar 24 compared to 71 in the previous quarter (a -47.89% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2435-41.67%
31 Dec, 23605.26%
30 Sep, 235723.91%
30 Jun, 2346-9.80%
31 Mar, 2351-17.74%
31 Dec, 226214.81%
30 Sep, 225420.00%
30 Jun, 2245-13.46%
31 Mar, 225279.31%
31 Dec, 2129-
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, 1925-16.67%
30 Sep, 193050.00%
30 Jun, 1920-20.00%
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 31 Mar 24 compared to 60 in the previous quarter (a -41.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2483-47.80%24,311,462-50.02%35.14%0.71%37-47.89%35-41.67%
31 Dec, 231593.25%48,642,974-1.70%70.31%1.37%711.43%605.26%
30 Sep, 23154-49,484,872-1.86%71.60%1.34%70-13.58%5723.91%
30 Jun, 23154-7.23%50,421,501-4.45%72.97%1.25%81-10.99%46-9.80%
31 Mar, 23166-52,771,625-0.63%76.38%1.24%919.64%51-17.74%
31 Dec, 221661.22%53,104,1800.80%78.61%1.36%83-7.78%6214.81%
30 Sep, 22164-8.89%52,684,6771.90%75.93%1.33%90-20.35%5420.00%
30 Jun, 221803.45%51,700,203-0.57%75.42%1.11%11320.21%45-13.46%
31 Mar, 221743.57%51,997,1537.57%82.42%1.24%94-18.26%5279.31%
31 Dec, 2116818.31%48,340,1245.59%81.43%1.20%11532.18%29-
30 Sep, 211425.97%45,781,1280.16%82.28%1.22%873.57%293.57%
30 Jun, 211346.35%45,709,345-5.65%82.16%1.08%8421.74%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, 201280.79%48,275,494-0.93%87.00%1.20%74-4025.00%
31 Mar, 20127-3.79%48,729,533-0.45%84.97%1.17%74-15.91%3228.00%
31 Dec, 1913232.00%48,947,5498.87%85.23%1.39%8866.04%25-16.67%
30 Sep, 19100-44,961,050-1.35%78.30%1.24%53-13.11%3050.00%
30 Jun, 191002.04%45,577,8171.65%79.39%1.30%6127.08%20-20.00%
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, 187427.59%42,041,3129.88%75.20%1.45%5647.37%6-25.00%
30 Jun, 185811.54%38,261,499-1.02%72.10%1.37%3822.58%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
ORCOrchid Island Capital, Inc.
CMTGClaros Mortgage Trust, Inc.
ARRARMOUR Residential REIT, Inc.
ARIApollo Commercial Real Estate Finance, Inc.
EARNEllington Residential Mortgage REIT
CHMICherry Hill Mortgage Investment Corporation
ACREAres Commercial Real Estate Corporation
RCReady Capital Corporation
AJXGreat Ajax Corp.
REFIChicago Atlantic Real Estate Finance, Inc.
LADRLadder Capital Corp
EFCEllington Financial Inc.
DXDynex Capital, Inc.

KREF Ownership FAQ


KKR Real Estate Finance Trust is owned by institutional shareholders (35.14%), insiders (1.65%), and public (63.20%). The largest institutional shareholder of KKR Real Estate Finance Trust is BLACKROCK INC. (15.05% 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 45.62% of the company's share outstanding.

As of Mar 2024, there are 83 institutional shareholders of KKR Real Estate Finance Trust.

BLACKROCK INC owns 10.41M shares of KKR Real Estate Finance Trust, representing 15.05% of the company's total shares outstanding, valued at $104.77M (as of Mar 2024).

As of Mar 2024, KOHLBERG KRAVIS ROBERTS & CO. L.P holds 10M shares of KKR Real Estate Finance Trust (KREF), compromising 14.46% of the company, valued at $100.6M.

VANGUARD GROUP INC is the third largest holder of KKR Real Estate Finance Trust. The company owns 5.75M of the company's shares outstanding (worth $57.85M).