KKR REAL ESTATE FIN TR INC (KREF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
152
Reporting holders
$360.4M
Reported value
89.7%
Of shares outstanding
0.2%
Held as options
-9
Holder change
Institutions report 52,547,556 shares against 58,577,948 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | $68.4M | 10,000,001 | 1.20% | 31q | HELD |
| BlackRock, Inc. | $40.3M | 5,898,946 | 0.00% | 8q | +6.6%+$2.5M |
| Long Pond Capital, LP | $39.8M | 5,813,201 | 3.82% | 4q | +1.4%+$545.1K |
| UBS Group AG | $24.9M | 3,641,056 | 0.00% | 31q | +1392.8%+$23.2M |
| NOMURA HOLDINGS INC | $18.5M | 2,704,317 | 0.02% | 4q | -5.9%-$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $15.6M | 2,284,174 | 0.00% | 2q | -1.8%-$293.0K |
| DIMENSION CAPITAL MANAGEMENT LLC | $10.9M | 1,588,196 | 1.27% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $9.6M | 1,409,981 | 0.00% | 31q | +6.4%+$578.8K |
| MORGAN STANLEY | $8.8M | 1,290,211 | 0.00% | 35q | +71.6%+$3.7M |
| STATE STREET CORP | $8.2M | 1,180,293 | 0.00% | 31q | -7.7%-$680.2K |
| MILLENNIUM MANAGEMENT LLC | $6.6M | 969,954 | 0.00% | 4q | -34.4%-$3.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.6M | 958,932 | 0.00% | 31q | -7.2%-$508.7K |
| Sixth Street Partners Management Company, L.P. | $6.6M | 958,932 | 0.00% | new | NEW |
| Nokomis Capital, L.L.C. | $6.0M | 871,200 | 1.01% | 5q | -22.2%-$1.7M |
| AQR CAPITAL MANAGEMENT LLC | $5.9M | 859,781 | 0.00% | 5q | +1176.1%+$5.4M |
| GOLDMAN SACHS GROUP INC | $5.0M | 729,036 | 0.00% | 31q | +13.8%+$603.8K |
| TWO SIGMA INVESTMENTS, LP | $4.4M | 643,206 | 0.00% | 8q | -31.7%-$2.0M |
| NORGES BANK | $4.3M | 635,000 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $4.1M | 601,842 | 0.00% | 2q | +36.7%+$1.1M |
| NORTHERN TRUST CORP | $4.1M | 598,251 | 0.00% | 31q | +16.2%+$569.2K |
| JANE STREET GROUP, LLC | $4.0M | 585,212 | 0.00% | 4q | +95.7%+$2.0M |
| WELLS FARGO & COMPANY/MN | $3.8M | 557,842 | 0.00% | 31q | +122.2%+$2.1M |
| VAN ECK ASSOCIATES CORP | $3.5M | 517,167 | 0.00% | 30q | +10.5%+$337.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1M | 450,131 | 0.00% | 2q | +9.7%+$271.5K |
| BANK OF AMERICA CORP /DE/ | $2.7M | 401,115 | 0.00% | 31q | +90.7%+$1.3M |
| Corient Private Wealth LP | $2.6M | 386,380 | 0.00% | 2q | +493.6%+$2.2M |
| CITADEL ADVISORS LLC | $2.4M | 321,125 | 0.00% | 22q | -64.9%-$4.5M |
| VANGUARD FIDUCIARY TRUST CO | $2.4M | 355,615 | 0.00% | 2q | +3.2%+$74.9K |
| Jain Global LLC | $2.2M | 328,535 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $2.2M | 326,398 | 0.00% | 5q | +171.5%+$1.4M |
| XTX Topco Ltd | $2.2M | 326,188 | 0.03% | 4q | +120.8%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $1.8M | 265,264 | 0.00% | 15q | +31.7%+$436.5K |
| JPMORGAN CHASE & CO | $1.7M | 237,403 | 0.00% | 31q | -21.2%-$452.2K |
| D. E. Shaw & Co., Inc. | $1.7M | 244,113 | 0.00% | 2q | -16.7%-$335.0K |
| Nuveen, LLC | $1.4M | 210,047 | 0.00% | 6q | +19.1%+$230.1K |
| One William Street Capital Management, L.P. | $1.4M | 202,000 | 0.57% | new | NEW |
| Invesco Ltd. | $1.3M | 192,254 | 0.00% | 31q | -0.9%-$12.3K |
| Bank of New York Mellon Corp | $1.2M | 178,361 | 0.00% | 31q | +8.9%+$100.0K |
| GFS Advisors, LLC | $1.1M | 160,205 | 0.06% | 20q | -10.7%-$132.8K |
| FMR LLC | $1.1M | 154,253 | 0.00% | 20q | -49.2%-$1.0M |
| ExodusPoint Capital Management, LP | $1.0M | 149,351 | 0.01% | 4q | -49.8%-$1.0M |
| STIFEL FINANCIAL CORP | $808.5K | 118,200 | 0.00% | 20q | +30.3%+$188.1K |
| Beach Point Capital Management LP | $786.7K | 115,016 | 0.30% | 3q | HELD |
| CURA WEALTH ADVISORS, LLC | $689.2K | 100,757 | 0.29% | 7q | HELD |
| LPL Financial LLC | $622.0K | 90,934 | 0.00% | 21q | -5.6%-$37.2K |
| Tidal Investments LLC | $608.7K | 88,997 | 0.00% | new | NEW |
| EntryPoint Capital, LLC | $598.5K | 87,496 | 0.15% | 2q | +29.8%+$137.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593.7K | 47,500 | 0.00% | 21q | -67.5%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $579.0K | 84,656 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $568.9K | 82,629 | 0.00% | 2q | +81.6%+$255.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $538.1K | 78,663 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $514.1K | 75,155 | 0.00% | 3q | +48.3%+$167.5K |
| RHUMBLINE ADVISERS | $474.3K | 69,339 | 0.00% | 31q | +0.9%+$4.4K |
| RAYMOND JAMES FINANCIAL INC | $418.8K | 61,223 | 0.00% | 7q | +5.6%+$22.3K |
| IEQ CAPITAL, LLC | $399.5K | 58,401 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $361.3K | 52,820 | 0.00% | 34q | +175.6%+$230.2K |
| ALLIANCEBERNSTEIN L.P. | $334.8K | 54,700 | 0.00% | 30q | +41.3%+$97.9K |
| Abel Hall, LLC | $289.0K | 42,250 | 0.05% | 8q | +4.9%+$13.6K |
| CAXTON ASSOCIATES LLP | $267.4K | 39,088 | 0.01% | 6q | -13.6%-$42.3K |
| Russell Investments Group, Ltd. | $266.6K | 38,970 | 0.00% | 8q | +375.9%+$210.5K |
| Whetstone Capital Advisors, LLC | $260.7K | 38,108 | 0.07% | 10q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $254.4K | 37,193 | 0.00% | 29q | -1.4%-$3.7K |
| ROYAL BANK OF CANADA | $252.0K | 36,810 | 0.00% | 27q | +64.3%+$98.6K |
| IMC-Chicago, LLC | $251.7K | options only | 0.00% | 2q | OPTIONS |
| Lido Advisors, LLC | $238.3K | 34,334 | 0.00% | 11q | -50.1%-$238.8K |
| OSAIC HOLDINGS, INC. | $222.3K | 32,500 | 0.00% | 26q | -1.7%-$3.9K |
| BARCLAYS PLC | $221.9K | 32,447 | 0.00% | 31q | -31.1%-$100.3K |
| MetLife Investment Management, LLC | $213.3K | 31,183 | 0.00% | 32q | +34.7%+$54.9K |
| Balyasny Asset Management L.P. | $210.9K | 30,828 | 0.00% | 2q | -88.9%-$1.7M |
| Atom Investors LP | $209.4K | 30,613 | 0.02% | 2q | -65.4%-$396.6K |
| Mariner, LLC | $206.3K | 30,150 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $200.4K | 27,225 | 0.00% | new | NEW |
| FOX RUN MANAGEMENT, L.L.C. | $187.6K | 27,422 | 0.03% | 8q | -39.3%-$121.3K |
| Arax Advisory Partners | $185.6K | 27,132 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $183.1K | 26,775 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $178.1K | 26,034 | 0.00% | new | NEW |
| CITIGROUP INC | $176.6K | 25,814 | 0.00% | 31q | -67.5%-$366.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $170.5K | 24,928 | 0.00% | 9q | -5.2%-$9.3K |
| Creative Planning | $169.5K | 24,787 | 0.00% | 2q | +101.9%+$85.6K |
| Catalyst Funds Management Pty Ltd | $160.7K | 23,494 | 0.01% | 2q | -18.5%-$36.6K |
| Steward Partners Investment Advisory, LLC | $156.4K | 22,862 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $146.4K | 21,398 | 0.00% | 2q | HELD |
| Optiver Holding B.V. | $132.5K | 19,367 | 0.00% | 2q | -20.0%-$33.1K |
| WESTBOURNE INVESTMENTS, INC. | $123.1K | 18,000 | 0.05% | 6q | HELD |
| Parallel Advisors, LLC | $122.7K | 17,941 | 0.00% | 15q | +29.7%+$28.1K |
| Police & Firemen's Retirement System of New Jersey | $119.1K | 17,417 | 0.00% | 7q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $115.1K | 16,821 | 0.00% | 9q | HELD |
| Lighthouse Investment Partners, LLC | $107.8K | 15,760 | 0.00% | 5q | HELD |
| NEUBERGER BERMAN GROUP LLC | $103.8K | 15,181 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $103.2K | 15,084 | 0.00% | 27q | +108.5%+$53.7K |
| FRANKLIN RESOURCES INC | $99.6K | 14,557 | 0.00% | 4q | -24.0%-$31.5K |
| KELLEHER FINANCIAL ADVISORS | $96.8K | 14,126 | 0.01% | 3q | +105.3%+$49.6K |
| BRIGHTON JONES LLC | $93.0K | 13,590 | 0.00% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $89.2K | 13,046 | 0.00% | 8q | +0.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | $89.2K | 13,037 | 0.00% | 31q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $83.9K | 12,264 | 0.00% | 27q | -81.7%-$374.5K |
| Rockefeller Capital Management L.P. | $82.1K | 12,000 | 0.00% | 4q | -54.5%-$98.2K |
| Graham Capital Management, L.P. | $79.1K | 11,559 | 0.00% | 7q | -43.2%-$60.2K |
| CAPTRUST FINANCIAL ADVISORS | $76.2K | 11,142 | 0.00% | new | NEW |
| Cerity Partners LLC | $76.0K | 11,110 | 0.00% | 5q | -48.0%-$70.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-17 | 13G | Terra Capital Partners, LLCwith 7 co-filers | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 152 | $360.4M | 52,547,556 | 34 | 50 | 44 | 0.2% |
| Q1 2026 | 161 | $305.3M | 49,158,128 | 40 | 43 | 50 | 0.2% |
| Q4 2025 | 147 | $412.2M | 50,116,010 | 18 | 41 | 65 | 0.1% |
| Q3 2025 | 156 | $434.5M | 48,320,728 | 25 | 50 | 56 | 0.1% |
| Q2 2025 | 154 | $418.2M | 47,602,532 | 20 | 48 | 55 | 0.4% |
| Q1 2025 | 158 | $532.5M | 48,945,582 | 20 | 58 | 45 | 0.6% |
| Q4 2024 | 154 | $499.3M | 49,230,636 | 19 | 57 | 33 | 0.7% |
| Q3 2024 | 153 | $631.8M | 50,260,338 | 35 | 51 | 39 | 2.0% |
| Q2 2024 | 129 | $441.6M | 48,531,762 | 16 | 40 | 42 | 0.2% |
| Q1 2024 | 136 | $512.5M | 50,390,141 | 19 | 40 | 50 | 0.3% |
| Q4 2023 | 140 | $659.8M | 49,603,510 | 16 | 39 | 51 | 0.2% |
| Q3 2023 | 131 | $579.3M | 48,428,455 | 9 | 44 | 48 | 0.3% |
| Q2 2023 | 131 | $602.8M | 49,374,561 | 14 | 54 | 40 | 0.2% |
| Q1 2023 | 137 | $577.4M | 50,510,795 | 23 | 49 | 39 | 0.2% |
| Q4 2022 | 126 | $677.8M | 48,352,123 | 14 | 44 | 43 | 0.2% |
| Q3 2022 | 165 | $858.6M | 52,688,661 | 14 | 71 | 55 | 0.2% |
| Q2 2022 | 176 | $904.9M | 51,622,477 | 29 | 82 | 44 | 0.4% |
| Q1 2022 | 171 | $1.1B | 53,720,383 | 18 | 67 | 48 | 0.2% |
| Q4 2021 | 165 | $1.0B | 48,393,679 | 24 | 81 | 29 | 0.4% |
| Q3 2021 | 143 | $968.9M | 45,805,910 | 26 | 58 | 27 | 0.2% |
| Q2 2021 | 135 | $990.5M | 45,709,345 | 31 | 56 | 25 | 0.2% |
| Q1 2021 | 127 | $891.5M | 48,450,020 | 22 | 42 | 42 | 0.0% |
| Q4 2020 | 118 | $851.9M | 47,509,919 | 6 | 37 | 41 | 0.0% |
| Q3 2020 | 125 | $802.1M | 48,489,807 | 14 | 45 | 34 | 0.0% |
| Q2 2020 | 128 | $803.2M | 48,417,773 | 23 | 50 | 39 | 0.0% |
| Q1 2020 | 127 | $731.9M | 48,744,469 | 29 | 44 | 30 | 0.0% |
| Q4 2019 | 131 | $1.0B | 49,259,734 | 34 | 47 | 23 | 0.0% |
| Q3 2019 | 101 | $879.1M | 45,002,590 | 12 | 41 | 30 | 0.0% |
| Q2 2019 | 102 | $908.9M | 45,618,301 | 15 | 47 | 20 | 0.0% |
| Q1 2019 | 98 | $898.4M | 44,864,956 | 18 | 30 | 23 | 0.0% |
| Q4 2018 | 94 | $834.8M | 43,588,859 | 6 | 3 | 1 | 0.0% |