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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SmallCap Value Fund II Principal Funds, Inc | 1,910 | 11.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,709 | 10.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,571 | 9.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,400 | 8.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,310 | 8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,308 | 8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 933 | 5.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 707 | 4.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 648 | 4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 623 | 3.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 596 | 4.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 413 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 295 | 1.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 291 | 1.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 291 | 1.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 184 | 1.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 139 | 850.7 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 124 | 758.9 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 101 | 619.1 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 80 | 489.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 57 | 396.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 16 | 111.2 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 91.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BOMBAY INVESTMENT OFFICE, S.A., SICAV SINGULAR ASSET MANAGEMENT, SGIIC, S.A. | 52.5K € | 0.03 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 123 | -29 | 10,757,107 | -32.7 % |
| 2026Q1 | 152 | -13 | 15,981,573 | -10.1 % |
| 2025Q4 | 165 | -1 | 17,786,919 | -10.1 % |
| 2025Q3 | 166 | -9 | 19,791,782 | -5.3 % |
| 2025Q2 | 175 | +10 | 20,890,865 | +1.2 % |
| 2025Q1 | 165 | -3 | 20,640,363 | -8.2 % |
| 2024Q4 | 168 | +5 | 22,478,002 | +4.5 % |
| 2024Q3 | 163 | -16 | 21,517,727 | -4.6 % |
| 2024Q2 | 179 | +13 | 22,566,697 | +16.1 % |
| 2024Q1 | 166 | -12 | 19,439,711 | -9.3 % |
| 2023Q4 | 178 | 21,422,508 |
Institutional managers
162 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 10,000,001 | 61.2M $ | as of Mar 31, 2026 |
| Long Pond Capital, LP | 5,733,513 | 35.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,533,021 | 33.9M $ | as of Mar 31, 2026 |
| NOMURA HOLDINGS INC | 2,875,297 | 17.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,478,151 | 9M $ | as of Mar 31, 2026 |
| Conversant Capital LLC | 1,470,600 | 9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,325,381 | 8.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,278,352 | 8.1M $ | as of Mar 31, 2026 |
| Nokomis Capital, L.L.C. | 1,119,822 | 6.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,033,299 | 6.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 942,201 | 5.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 915,236 | 5.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 752,053 | 4.6M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 699,224 | 4.3M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 647,750 | 4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 640,763 | 3.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 515,041 | 3.2M $ | as of Mar 31, 2026 |
| WATERFALL ASSET MANAGEMENT, LLC | 475,154 | 3.1M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 467,814 | 2.9K $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 440,264 | 2.7M $ | as of Mar 31, 2026 |
| CONDOR CAPITAL MANAGEMENT | 410,742 | 2.5M $ | as of Mar 31, 2026 |
| Brooklyn Investment Group | 350,044 | 2.1M $ | as of Mar 31, 2026 |
| FMR LLC | 303,750 | 1.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 301,456 | 1.9M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 299,034 | 1.8M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Long Pond Capital, LP and 2 others | 8.92 % | 5,733,513 | as of Mar 31, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 7.80 % | 5,026,321 | as of Mar 31, 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