KREF · NYSE · REIT - Mortgage

KKR Real Estate Finance Trust (KREF)

Originates floating-rate senior loans against institutional commercial real estate.

$6.62
After hours+0.00 (+0.08%)
At close$6.62(−2.14%)

13F · 13D/G · Form 4

Institutions81.22%52.23M shares
158 holders · as of Jun 30, 2026
Insiders2.99%1.92M shares
11 holders · as of Apr 27, 2026
Strategic holders7.91%5.09M shares
2 holders · as of Aug 17, 2026
Other7.88%5.07M shares
remainder

64.30M company shares as of Sep 8, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (58.58M in the company's Sep 22, 2026 report, 64.30M elsewhere); stakes use the report.

13F · 13D/G · Form 4

HolderStakeSharesDate
Kohlberg Kravis Roberts & Co. L.P.Institution
15.55%10.00Mas of Jun 30, 2026
BlackRock, Inc.Institution
9.17%5.90Mas of Jun 30, 2026
Long Pond Capital, LPInstitution
9.04%5.81Mas of Jun 30, 2026
UBS Group AGInstitution
5.66%3.64Mas of Jun 30, 2026
Nan Shan Life Insurance Co., Ltd.Institution
5.44%3.50Mfiled Feb 12, 2018
Terra Capital Partners, LLCStrategic
4.95%3.19Mfiled Aug 17, 2026
Nomura Holdings IncInstitution
4.21%2.70Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.55%2.28Mas of Jun 30, 2026
Townsend Holdings LLC1,2Strategic10 percent owner
2.96%1.90Mfiled Apr 1, 2021
Dimension Capital Management LLCInstitution
2.47%1.59Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.19%1.41Mas of Jun 30, 2026
Morgan StanleyInstitution
2.01%1.29Mas of Jun 30, 2026
State Street CorpInstitution
1.84%1.18Mas of Jun 30, 2026
Millennium Management LLCInstitution
1.51%969,954as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.49%958,932as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.49%958,932as of Jun 30, 2026
AQR Capital Management LLCInstitution
1.34%859,781as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.13%729,036as of Jun 30, 2026
Matthew A. SalemInsiderdirector, officer: Chief Executive Officer
1.09%703,075filed Apr 27, 2026
Two Sigma Investments, LPInstitution
1.00%643,206as of Jun 30, 2026
Norges BankInstitution
0.99%635,000as of Jun 30, 2026
Qube Research & Technologies LtdInstitution
0.94%601,842as of Jun 30, 2026
Northern Trust CorpInstitution
0.93%598,251as of Jun 30, 2026
Jane Street Group, LLCInstitution
0.91%585,212as of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.87%557,842as of Jun 30, 2026
  1. Townsend Holdings LLC's transaction reports restate only vehicles that traded; the 2021 ownership statement (1.90M) is used instead.
  2. Townsend Holdings LLC reports a block also reported by Long Pond Capital, LP; it is counted once, under Long Pond Capital, LP.

13F, as of Jun 30, 2026

158 holders · 52.23M shares · 35 new positions · 88 increased · 46 reduced · 49 closed

HolderShares% outstandingChg q/qFiled
Kohlberg Kravis Roberts & Co. L.P.10.00M15.55%0Aug 14, 2026
BlackRock, Inc.5.90M9.17%+365.9KAug 7, 2026
Long Pond Capital, LP5.81M9.04%+79.7KAug 13, 2026
UBS Group AG3.64M5.66%+3.40MAug 13, 2026
Nomura Holdings Inc2.70M4.21%−171.0KAug 14, 2026
Vanguard Capital Management LLC2.28M3.55%−42.8KAug 13, 2026
Dimension Capital Management LLC1.59M2.47%+1.59MnewAug 14, 2026
Geode Capital Management, LLC1.41M2.19%+84.6KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Long Pond Capital, LP8.92%5.73M13GMay 14, 2026
BlackRock, Inc.7.80%5.03M13GApr 7, 2026
Terra Capital Partners, LLC5.40%3.19M13GAug 17, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Apr 24, 2026
W. Patrick Mattsonofficer: President, COO and Secretary
Purchase40,000$6.03500,287
Apr 24, 2026
Matthew A. Salemdirector, officer: Chief Executive Officer
Purchase60,000$6.04703,075
Dec 3, 2025
Ralph F. Rosenbergdirector
Sale125,289$8.250
Nov 6, 2025
Matthew A. Salemdirector, officer: Chief Executive Officer
Purchase32,000$7.84561,825
Nov 6, 2025
W. Patrick Mattsonofficer: President and COO
Purchase13,000$7.91386,787
Nov 7, 2025
Christen E.J. Leedirector
Purchase10,000$7.80229,133
Nov 6, 2025
Terrance R. Aherndirector
Purchase23,700$7.8162,556

House and Senate disclosures

Not reported.