KKR Real Estate Finance Trust Ownership | Who Owns KKR Real Estate Finance Trust?
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 5.42% of its assets in KKR Real Estate Finance Trust shares.
KREF Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | KKR Real Estate Finance Trust | 69.07% | 2.12% | 28.81% |
Sector | Real Estate Stocks | 55.71% | 8.27% | 36.02% |
Industry | Mortgage REIT Stocks | 42.37% | 4.34% | 53.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 10.28M | 14.80% | $103.81M |
Blackrock | 10.20M | 14.71% | $92.34M |
Kohlberg kravis roberts | 10.00M | 14.40% | $101.00M |
Vanguard group | 6.45M | 9.29% | $65.15M |
Nan shan life insurance | 3.08M | 4.43% | $31.10B |
State street | 2.17M | 3.13% | $20.22M |
Nomura | 1.52M | 2.20% | $13.79M |
Geode capital management | 1.37M | 1.98% | $13.88M |
Mirae asset global etfs | 1.05M | 1.51% | $10.56M |
Balyasny asset management | 844.61K | 1.22% | $8.53M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Gratia capital | 330.00K | 3.26% | $3.33M |
Kohlberg kravis roberts | 10.00M | 2.70% | $101.00M |
Gp brinson investments | 201.15K | 0.84% | $2.03M |
Nan shan life insurance | 3.08M | 0.75% | $31.10B |
Prevail innovative wealth advisors | 153.39K | 0.45% | $1.55M |
Axs investments | 151.86K | 0.43% | $1.53M |
Gfs advisors | 212.94K | 0.33% | $2.15M |
Omnistar financial group | 38.29K | 0.31% | $386.76K |
Condor capital management | 251.27K | 0.22% | $2.54M |
Rhino investment partners | 96.42K | 0.22% | $973.88K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Nomura | 1.52M | 0.03% | 1.52M |
Wellington management group llp | 529.75K | 0.00% | 529.75K |
Price t rowe associates inc /md/ | 477.63K | 0.00% | 458.53K |
Balyasny asset management | 844.61K | 0.01% | 454.52K |
Raymond james financial | 181.64K | 0.00% | 181.64K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global investments | - | - | -2.15M |
Azora capital lp | - | - | -1.63M |
Invesco | 716.64K | 0.00% | -590.28K |
Nicola wealth management | - | - | -453.00K |
Significant wealth partners | - | - | -259.79K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Nomura | 1.52M | 0.03% | 1.52M | $13.79M |
Wellington management group llp | 529.75K | 0.00% | 529.75K | $5.35M |
Raymond james financial | 181.64K | 0.00% | 181.64K | $1.83M |
Rhino investment partners | 96.42K | 0.22% | 96.42K | $973.88K |
Marshall wace, llp | 37.70K | 0.00% | 37.70K | $380.73K |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -5.00 |
Parkside financial bank & trust | -14.00 |
Capital performance advisors llp | -35.00 |
Cornerstone planning group | -53.00 |
Hobbs group advisors | -500.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 163 | -8.94% | 47,958,484 | -5.72% | 69 | 1.29% | 84 | -14.29% | 43 | -12.24% |
Sep 30, 2024 | 178 | 17.88% | 50,867,546 | 3.78% | 73 | 1.47% | 97 | 36.62% | 49 | - |
Jun 30, 2024 | 147 | -7.55% | 48,722,395 | -1.09% | 70 | 1.39% | 70 | -2.78% | 48 | -22.58% |
Mar 31, 2024 | 159 | -2.45% | 49,258,681 | 1.22% | 71 | 1.44% | 72 | 1.41% | 62 | - |
Dec 31, 2023 | 163 | 3.16% | 48,665,321 | -1.71% | 70 | 1.37% | 71 | - | 62 | 8.77% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 3.73M | 5.42% | 2.23K |
Vanguard Total Stock Mkt Idx Inv | 1.81M | 2.64% | - |
iShares Russell 2000 ETF | 1.52M | 2.22% | -29.77K |
Vanguard Small Cap Index | 1.51M | 2.20% | 2.67K |
Vanguard Small Cap Value Index Inv | 998.08K | 1.45% | -1.87K |
iShares Mortgage Real Estate Capped ETF | 890.08K | 1.30% | 7.52K |
Vanguard Institutional Extnd Mkt Idx Tr | 860.94K | 1.25% | 335.00 |
Global X SuperDividend™ ETF | 785.88K | 1.14% | 6.53K |
Invesco KBW High Dividend Yld Fincl ETF | 740.12K | 1.06% | - |
Dynamic Alternative Yield Series IP | 700.00K | 1.01% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 08, 2024 | Mattson W Patrick | President and COO | Buy | $97.20K |
Feb 08, 2024 | Salem Matthew A | Chief Executive Officer | Buy | $252.83K |
May 12, 2023 | Lee Christen E.J. | - | Buy | $101.66K |
Apr 27, 2023 | Salem Matthew A | Chief Executive Officer | Buy | $267.56K |
May 01, 2023 | Mattson W Patrick | President and COO | Buy | $84.78K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q2 | - | - |
2024 Q1 | 2 | - |
2023 Q4 | - | - |
2023 Q2 | 3 | - |
KREF Ownership FAQ
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