Titelia

Fund shareholders of KKR Real Estate Finance Trust Inc

ISIN US48251K1007 · United States · LEI 549300K23AYZDZ2REL62

Fund shareholders
107
Of which ETFs
23 84 other funds
Value held
≈ 66.2M $ 66.1M $ · 52.5K €
Share of capital
16.5 % of 58.6M shares on Jul 20, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,621,13811.1M $0.00 %2.77 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,375,1699.4M $0.01 %2.35 %as of Jun 30, 2026 ↗
iShares Mortgage Real Estate ETF iShares Trust 615,3224.2M $0.77 %1.05 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 607,3344.2M $0.00 %1.04 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 602,4274.2M $0.01 %1.03 %as of Jul 31, 2026 ↗
VanEck Mortgage REIT Income ETF VanEck ETF Trust 524,0733.6M $0.90 %0.89 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 477,4713.3M $0.02 %0.82 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 409,8642.7M $0.03 %0.70 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 308,7082.1M $0.00 %0.53 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 283,5711.9M $0.01 %0.48 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 256,3051.7M $0.01 %0.44 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 180,7101.2M $0.08 %0.31 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 164,0881.1M $0.05 %0.28 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 149,1811M $0.02 %0.25 %as of Jun 30, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 141,966946.9K $0.91 %0.24 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 130,608909K $0.01 %0.22 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 121,292844.2K $0.03 %0.21 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 114,457796.6K $0.03 %0.20 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 104,101694.4K $0.00 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 96,343659K $0.01 %0.16 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 89,694598.3K $0.00 %0.15 %as of May 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 88,997608.7K $0.32 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 83,033553.8K $0.00 %0.14 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 82,817566.5K $0.00 %0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 77,807532.2K $0.02 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 70,516490.8K $0.01 %0.12 %as of Jul 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 52,718366.9K $0.02 %0.09 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 52,022355.8K $0.01 %0.09 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 49,879341.2K $0.01 %0.09 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 45,361302.6K $0.02 %0.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 39,564275.4K $0.00 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,300268.8K $0.01 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 33,805231.2K $0.00 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 28,453198K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 28,073192K $0.00 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 28,011191.6K $0.02 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28,000186.8K $0.00 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,963191.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 27,700189.5K $0.01 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 25,868180K $0.01 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 25,738176K $0.01 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 22,636151K $0.01 %0.04 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 19,511133.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 19,507135.8K $0.01 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,800128.6K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,500126.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 18,074123.6K $0.01 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,028109.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,55599.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 13,57992.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 12,20583.5K $0.04 %0.02 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 11,86881.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,49678.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 11,17976.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 10,47171.6K $0.04 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 10,37172.2K $0.02 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,85060.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,63059K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,07655.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,79953.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,69153.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,48351.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 7,12349.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,88140.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,60037.4K $0.00 %0.01 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,13134.2K $0.00 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,84433.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,77332.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,75832.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,58930.6K $0.00 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,58031.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,53131K $0.02 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,28329.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,18828.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,18827.9K $0.01 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,03626.9K $0.00 %0.01 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,00026.7K $0.01 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 3,59325K $0.00 %0.01 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,61617.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,59817.3K $0.01 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,33716K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,05113.7K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,03113.5K $0.01 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,99313.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,70911.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,4009.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,3509.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,3479.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,3109K $0.00 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,2008.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 9336.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 7074.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 6974.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 6484.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4132.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3002.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2952K $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 2912K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2221.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 145991.8 $0.01 %0.00 %as of Jun 30, 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
Hoya Capital High Dividend Yield ETF ETF Series Solutions 0.91 %as of May 31, 2026 ↗
VanEck Mortgage REIT Income ETF VanEck ETF Trust 0.90 %as of Jun 30, 2026 ↗
iShares Mortgage Real Estate ETF iShares Trust 0.77 %as of Jun 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 0.32 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.08 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 0.05 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 0.04 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 0.03 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3106-179,689,790-9.9 %
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 is 1 beneficial ownership filing. 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
Terra Capital Partners, LLC and 7 others5.40 %3,185,182as of Aug 10, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of KKR Real Estate Finance Trust Inc". https://titelia.com/en/stocks/kkr-real-estate-finance-trust-inc-US48251K1007