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