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KREF

KKR Real Estate Finance Trust

171 hedge funds and large institutions have $513M invested in KKR Real Estate Finance Trust in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0.45% less ownership

Funds ownership: 73.36%72.91% (-0.45%)

1% less funds holding

Funds holding: 172171 (-1)

18% less capital invested

Capital invested by funds: $629M → $513M (-$116M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $2.62M

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
66
Reduced
42
Closed
24
Calls
$1.16M
Puts
$2.62M
Net Calls
-$1.47M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M +$384K +33,491 +0.3%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$101M
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.1M -$2.28M -198,789 -3%
NSLI
4
Nan Shan Life Insurance
Taiwan
$31.1M
State Street
5
State Street
Massachusetts
$24M +$1.58M +137,760 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$13.9M +$212K +18,535 +1%
Mirae Asset Global ETFs Holdings
7
Mirae Asset Global ETFs Holdings
Hong Kong
$10.6M +$1.09M +95,540 +10%
Morgan Stanley
8
Morgan Stanley
New York
$9.38M +$858K +74,884 +9%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$8.53M +$5.21M +454,517 +117%
JP Morgan Chase
10
JP Morgan Chase
New York
$7.36M +$2.01M +175,603 +32%
Invesco
11
Invesco
Georgia
$7.24M -$6.76M -590,283 -45%
Northern Trust
12
Northern Trust
Illinois
$6.98M +$1.41M +123,312 +22%
Charles Schwab
13
Charles Schwab
California
$6.44M -$970K -84,619 -12%
SI
14
Stephens Inc
Arkansas
$5.72M -$817K -71,248 -11%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$5.35M +$6.07M +529,750 New
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$4.83M +$5.26M +458,530 +2,400%
Citadel Advisors
17
Citadel Advisors
Florida
$4.38M +$1.05M +91,251 +27%
VanEck Associates
18
VanEck Associates
New York
$4.21M -$445K -38,818 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.59M -$36.5K -3,187 -0.9%
GC
20
Gratia Capital
California
$3.33M
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.22M +$429K +37,476 +13%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.87M +$102K +8,873 +3%
Millennium Management
23
Millennium Management
New York
$2.83M +$929K +81,028 +41%
Goldman Sachs
24
Goldman Sachs
New York
$2.81M +$402K +35,041 +14%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$2.64M +$307K +26,811 +11%

KREF Hedge Fund Activity: Q4 2024 in Review

171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q4 2024, worth a combined $513M — down 18% from $629M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KREF positions and 24 closed out — a net gain of 2 holders — while 66 added to existing stakes and 42 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $6.07M. The largest seller was Azora Capital LP, exiting entirely with an estimated $20.2M sold.

  • 171 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q4 2024, down from 172 in Q3 2024.
  • Funds reported $513M of KKR Real Estate Finance Trust stock for Q4 2024, down 18% quarter-over-quarter.
  • 26 funds opened new KKR Real Estate Finance Trust positions in Q4 2024 and 24 closed out, a net change of +2 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q4 2024 was Wellington Management Group, an estimated $6.07M added.
  • The largest KKR Real Estate Finance Trust seller in Q4 2024 was Azora Capital LP, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.