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KREF

KKR Real Estate Finance Trust

150 hedge funds and large institutions have $448M invested in KKR Real Estate Finance Trust in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $629K | Put options by funds: $422K

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 71.07%70.76% (-0.31%)

3% less funds holding

Funds holding: 155150 (-5)

10% less capital invested

Capital invested by funds: $500M → $448M (-$51.8M)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
51
Reduced
48
Closed
26
Calls
$629K
Puts
$422K
Net Calls
+$207K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Gould Capital
Washington
$6.5K +$172 +18 +3%
QL
127
Quarry LP
New York
$6.14K +$6.48K +678 New
EWA
128
EverSource Wealth Advisors
Alabama
$5.12K +$4.26K +446 New
HI
129
Harbour Investments
Wisconsin
$4.99K +$134 +14 +3%
US Bancorp
130
US Bancorp
Minnesota
$4.92K -$8.63K -903 -62%
HGA
131
Hobbs Group Advisors
South Carolina
$4.53K +$4.78K +500 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$3.32K -$774 -81 -18%
HNB
133
Huntington National Bank
Ohio
$3.31K
Bessemer Group
134
Bessemer Group
New Jersey
$3K
Group One Trading
135
Group One Trading
Illinois
$2.79K +$2.94K +308 New
CFM
136
Catalyst Funds Management
Australia
$1.81K +$1.91K +200 New
S
137
SignatureFD
Georgia
$1.35K -$37.8K -3,959 -96%
PA
138
Parallel Advisors
California
$1.22K -$2.46K -258 -66%
SAM
139
Smartleaf Asset Management
Massachusetts
$1.07K +$296 +31 +36%
GI
140
GAMMA Investing
California
$996 -$1.92K -201 -65%
AF
141
Allworth Financial
California
$971 -$11.5K -1,205 -93%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$950 +$583 +61 +139%
UB
143
UMB Bank
Missouri
$706 +$478 +50 +179%
FFA
144
Farther Finance Advisors
California
$613
PWMG
145
Private Wealth Management Group
New Jersey
$498 +$526 +55 New
RIL
146
Rothschild Investment LLC
Illinois
$453 +$382 +40 +400%
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$362
LC
148
Lindbrook Capital
California
$344 -$2.36K -247 -87%
ECM
149
Everence Capital Management
Indiana
$218
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
-$24.2M -2,148,784 Closed

KREF Hedge Fund Activity: Q2 2024 in Review

150 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q2 2024, worth a combined $448M — down 10% from $500M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of KREF and 23 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 51 added.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $14.6M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $24.2M sold.

  • 150 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q2 2024, down from 155 in Q1 2024.
  • Funds reported $448M of KKR Real Estate Finance Trust stock for Q2 2024, down 10% quarter-over-quarter.
  • 23 funds opened new KKR Real Estate Finance Trust positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q2 2024 was Nomura Holdings, an estimated $14.6M added.
  • The largest KKR Real Estate Finance Trust seller in Q2 2024 was Mirae Asset Global Investments, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.