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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Russell 2000 Fund Rydex Series Funds | 134 | 916.6 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 80 | 547.2 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 52 | 346.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 46 | 320.2 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 16 | 106.7 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 102.6 $ | 0.00 % | 0.00 % | as of Jun 30, 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 106 | -17 | 9,689,790 | -9.9 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Terra Capital Partners, LLC and 7 others | 5.40 % | 3,185,182 | as 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