Jane Street
KREF

Jane Street’s KKR Real Estate Finance Trust KREF Stock Holding History

Jane Street’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4M Buy
585,212
+286,178
+96% +$1.89M ﹤0.01% 4039
2026
Q1 		$1.83M Sell
299,034
-57,197
-16% -$418K ﹤0.01% 5265
2025
Q4 		$2.93M Buy
356,231
+308,920
+653% +$2.61M ﹤0.01% 4084
2025
Q3 		$426K Buy
+47,311
New +$440K ﹤0.01% 8201
2025
Q2 		– Sell
-172,162
Closed -$1.86M – 10305
2025
Q1 		$1.86M Buy
172,162
+72,140
+72% +$777K ﹤0.01% 4481
2024
Q4 		$1.01M Sell
100,022
-37,572
-27% -$431K ﹤0.01% 5373
2024
Q3 		$1.7M Buy
137,594
+62,781
+84% +$703K ﹤0.01% 4815
2024
Q2 		$677K Buy
74,813
+4,432
+6% +$42.3K ﹤0.01% 6513
2024
Q1 		$708K Buy
70,381
+39,054
+125% +$428K ﹤0.01% 6066
2023
Q4 		$414K Buy
+31,327
New +$375K ﹤0.01% 7090
2023
Q1 		– Sell
-14,410
Closed -$201K – 9501
2022
Q4 		$201K Buy
14,410
+4,158
+41% +$67.9K ﹤0.01% 7661
2022
Q3 		$167K Buy
+10,252
New +$193K ﹤0.01% 8326
2022
Q2 		– Sell
-13,164
Closed -$271K – 10325
2022
Q1 		$271K Buy
+13,164
New +$277K ﹤0.01% 8549
2021
Q2 		– Sell
-22,062
Closed -$406K – 10123
2021
Q1 		$406K Buy
+22,062
New +$405K ﹤0.01% 7174
2020
Q2 		– Sell
-28,104
Closed -$422K – 7352
2020
Q1 		$422K Sell
28,104
-55,273
-66% -$1.05M ﹤0.01% 3826
2019
Q4 		$1.7M Buy
83,377
+5,420
+7% +$108K ﹤0.01% 2126
2019
Q3 		$1.52M Buy
77,957
+34,337
+79% +$676K ﹤0.01% 2105
2019
Q2 		$869K Buy
+43,620
New +$881K ﹤0.01% 2881
2018
Q2 		– Sell
-21,101
Closed -$423K – 5327
2018
Q1 		$423K Sell
21,101
-10,603
-33% -$209K ﹤0.01% 3652
2017
Q4 		$634K Buy
+31,704
New +$656K ﹤0.01% 2900

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street's KREF Position: Q2 2026 in Review

Jane Street increased its KKR Real Estate Finance Trust (KREF) stake by 96% in Q2 2026, buying an estimated $1.89M and bringing the position to 585,212 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

Jane Street first reported a position in KREF in Q4 2017 and has held it in 20 quarters since. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Jane Street held 585,212 shares of KKR Real Estate Finance Trust worth $4M as of Q2 2026.
  • Jane Street bought 286,178 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $1.89M.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #4039 holding.
  • Jane Street first reported a position in KKR Real Estate Finance Trust in Q4 2017 and has held it in 20 quarters since.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.