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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 69.07% institutional investors, 2.12% insiders, and 28.81% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.80% of KREF shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.19% of its assets in KKR Real Estate Finance Trust shares.

KREF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockKKR Real Estate Finance Trust69.07%2.12%28.81%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de10.28M14.80%$103.81M
Blackrock10.20M14.71%$92.34M
Kohlberg kravis roberts10.00M14.40%$101.00M
Vanguard group6.45M9.29%$65.15M
Nan shan life insurance3.08M4.43%$31.10B
State street2.17M3.13%$20.22M
Nomura1.52M2.20%$13.79M
Geode capital management1.37M1.98%$13.88M
Mirae asset global etfs1.05M1.51%$10.56M
Balyasny asset management844.61K1.22%$8.53M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gratia capital330.00K3.26%$3.33M
Kohlberg kravis roberts10.00M2.70%$101.00M
Gp brinson investments201.15K0.84%$2.03M
Nan shan life insurance3.08M0.75%$31.10B
Prevail innovative wealth advisors153.39K0.45%$1.55M
Axs investments151.86K0.43%$1.53M
Gfs advisors212.94K0.33%$2.15M
Omnistar financial group38.29K0.31%$386.76K
Condor capital management251.27K0.22%$2.54M
Rhino investment partners96.42K0.22%$973.88K

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 management844.61K0.01%454.52K
Raymond james financial181.64K0.00%181.64K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---2.15M
Azora capital lp---1.63M
Invesco716.64K0.00%-590.28K
Nicola wealth management---453.00K
Significant wealth partners---259.79K

New Positions

HolderShares% AssetsChangeValue
Nomura1.52M0.03%1.52M$13.79M
Wellington management group llp529.75K0.00%529.75K$5.35M
Raymond james financial181.64K0.00%181.64K$1.83M
Rhino investment partners96.42K0.22%96.42K$973.88K
Marshall wace, llp37.70K0.00%37.70K$380.73K

Sold Out

HolderChange
Mendota financial group-5.00
Parkside financial bank & trust-14.00
Capital performance advisors llp-35.00
Cornerstone planning group-53.00
Ronald blue trust-64.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.57M5.19%2.47K
Vanguard US Total Market Shares ETF1.90M2.76%400.00K
Vanguard Total Stock Mkt Idx Inv1.87M2.71%-
iShares Russell 2000 ETF1.56M2.27%-13.53K
Vanguard Small Cap Index1.46M2.12%-53.56K
Fuh Hwa FTSE Mortgage REITs ETF1.18M1.71%120.32K
Vanguard Small Cap Value Index Inv944.88K1.38%-51.93K
Vanguard Institutional Extnd Mkt Idx Tr891.30K1.30%28.63K
iShares Mortgage Real Estate Capped ETF863.62K1.26%-
Invesco KBW High Dividend Yld Fincl ETF740.12K1.06%-

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 69.07%, followed by 2.12% insiders and 28.81% retail investors. The average institutional ownership in KKR Real Estate Finance Trust's industry, Mortgage REIT Stocks, is 42.37%, 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 funding, inc. /de (10.28M shares, 14.80%), Blackrock (10.2M shares, 14.71%), and Kohlberg kravis roberts (10M shares, 14.40%). Together, they hold 43.91% 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?

Gratia capital is KKR Real Estate Finance Trust’s biggest shareholder by percentage of total assets invested, with 3.26% of its assets in 330K KKR Real Estate Finance Trust shares, valued at 3.33M$.

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 5.19% of its total shares outstanding invested in 3.57M KKR Real Estate Finance Trust shares.

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