Titelia

Fund shareholders of KKR Real Estate Finance Trust Inc

ISIN US48251K1007 · United States · LEI 549300K23AYZDZ2REL62

Fund shareholders
124
Of which ETFs
31 93 other funds
Value held
≈ 68.3M $ 68.3M $ · 52.5K €
Share of capital
18.4 % of 58.6M shares on Jul 20, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,683,93810.3M $0.00 %2.87 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,361,0958.3M $0.01 %2.32 %as of Mar 31, 2026 ↗
iShares Mortgage Real Estate ETF iShares Trust 650,5754M $0.73 %1.11 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 595,0073.6M $0.00 %1.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 560,1263.4M $0.01 %0.96 %as of Apr 30, 2026 ↗
VanEck Mortgage REIT Income ETF VanEck ETF Trust 543,1743.3M $0.85 %0.93 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 475,5732.9M $0.02 %0.81 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 445,6263.1M $0.03 %0.76 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 324,7502.3M $0.01 %0.55 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 273,7671.9M $0.01 %0.47 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 267,7881.6M $0.04 %0.46 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 260,4471.8M $0.01 %0.44 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 240,6071.7M $0.69 %0.41 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 207,8911.4M $1.95 %0.35 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 185,9501.3M $0.02 %0.32 %as of Feb 28, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 135,770943.6K $0.95 %0.23 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 134,467934.5K $0.04 %0.23 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 121,561745.2K $0.01 %0.21 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 119,570831K $0.05 %0.20 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 113,832697.8K $0.02 %0.19 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 108,826667.1K $0.03 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 104,101723.5K $0.00 %0.18 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 96,343589.6K $0.01 %0.16 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 93,180647.6K $0.00 %0.16 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 86,518601.3K $0.02 %0.15 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 82,300503.7K $0.00 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 80,965562.7K $0.00 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 80,913495.2K $0.00 %0.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 70,990434.5K $0.02 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 70,516432.3K $0.01 %0.12 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 65,380454.4K $0.03 %0.11 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 62,306381.3K $0.01 %0.11 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 60,414370.3K $0.03 %0.10 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 59,008361.1K $0.13 %0.10 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 56,497345.8K $0.10 %0.10 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 43,949269.4K $0.00 %0.08 %as of Apr 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 41,798256.2K $0.02 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 40,107278.7K $0.03 %0.07 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 39,564242.5K $0.00 %0.07 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 32,499198.9K $0.04 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,300179.3K $0.01 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 28,680175.5K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 28,453174.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 28,011171.4K $0.02 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28,000194.6K $0.00 %0.05 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 24,338149.2K $0.01 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 23,743145.3K $0.01 %0.04 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 22,716139K $0.00 %0.04 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 22,700138.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 22,636157.3K $0.01 %0.04 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 19,851121.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,800115.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 18,779114.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,686114.5K $0.00 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,500113.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 17,300105.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,15498.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,55589.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 14,04486.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 12,34285.8K $0.03 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,49670.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,31169.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,27969K $0.01 %0.02 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 10,70065.5K $0.01 %0.02 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 10,36463.4K $0.05 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,21162.5K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,91061.9K $0.03 %0.02 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,65653K $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,34051.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,91948.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,79947.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,69147.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,48345.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,79341.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,19437.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,12542.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,05837.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,88136.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,60038.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 5,20031.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,84429.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 4,84429.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,77329.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 4,64228.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,58028.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,53127.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,28326.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,03628.1K $0.00 %0.01 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,98227.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,89123.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,72022.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,61822.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,41523.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,40623.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,30523K $0.10 %0.01 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,40014.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,39016.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,24013.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 2,20715.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,99312.2K $0.01 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.95 %as of Feb 28, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 0.95 %as of Feb 28, 2026 ↗
VanEck Mortgage REIT Income ETF VanEck ETF Trust 0.85 %as of Mar 31, 2026 ↗
iShares Mortgage Real Estate ETF iShares Trust 0.73 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.69 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.13 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.10 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 0.10 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 0.06 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 0.05 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2123-2910,757,107-32.7 %
2026Q1152-1315,981,573-10.1 %
2025Q4165-117,786,919-10.1 %
2025Q3166-919,791,782-5.3 %
2025Q2175+1020,890,865+1.2 %
2025Q1165-320,640,363-8.2 %
2024Q4168+522,478,002+4.5 %
2024Q3163-1621,517,727-4.6 %
2024Q2179+1322,566,697+16.1 %
2024Q1166-1219,439,711-9.3 %
2023Q417821,422,508

Institutional managers

162 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Kohlberg Kravis Roberts & Co. L.P.10,000,00161.2M $as of Mar 31, 2026
Long Pond Capital, LP5,733,51335.1M $as of Mar 31, 2026
BlackRock, Inc.5,533,02133.9M $as of Mar 31, 2026
NOMURA HOLDINGS INC2,875,29717.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,478,1519M $as of Mar 31, 2026
Conversant Capital LLC1,470,6009M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,325,3818.1M $as of Mar 31, 2026
STATE STREET CORP1,278,3528.1M $as of Mar 31, 2026
Nokomis Capital, L.L.C.1,119,8226.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,033,2996.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP942,2015.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC915,2365.6M $as of Mar 31, 2026
MORGAN STANLEY752,0534.6M $as of Mar 31, 2026
Point72 Asset Management, L.P.699,2244.3M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC647,7504M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC640,7633.9M $as of Mar 31, 2026
NORTHERN TRUST CORP515,0413.2M $as of Mar 31, 2026
WATERFALL ASSET MANAGEMENT, LLC475,1543.1M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP467,8142.9K $as of Mar 31, 2026
Qube Research & Technologies Ltd440,2642.7M $as of Mar 31, 2026
CONDOR CAPITAL MANAGEMENT410,7422.5M $as of Mar 31, 2026
Brooklyn Investment Group350,0442.1M $as of Mar 31, 2026
FMR LLC303,7501.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO301,4561.9M $as of Mar 31, 2026
JANE STREET GROUP, LLC299,0341.8M $as of Mar 31, 2026

Declared shareholders of KKR Real Estate Finance Trust Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Long Pond Capital, LP and 2 others8.92 %5,733,513as of Mar 31, 2026 · SCHEDULE 13G
BlackRock, Inc. 7.80 %5,026,321as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of KKR Real Estate Finance Trust Inc". https://titelia.com/en/stocks/kkr-real-estate-finance-trust-inc-US48251K1007