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KREF

KKR Real Estate Finance Trust

178 hedge funds and large institutions have $542M invested in KKR Real Estate Finance Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

6% more capital invested

Capital invested by funds: $513M → $542M (+$28.9M)

4% more funds holding

Funds holding: 171178 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 72.91%72.71% (-0.2%)

89% less call options, than puts

Call options by funds: $392K | Put options by funds: $3.55M

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
64
Reduced
56
Closed
16
Calls
$392K
Puts
$3.55M
Net Calls
-$3.16M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M +$226K +20,986 +0.2%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$110M
Vanguard Group
3
Vanguard Group
Pennsylvania
$68.1M -$1.54M -143,027 -2%
NSLI
4
Nan Shan Life Insurance
Taiwan
$33.3M
State Street
5
State Street
Massachusetts
$24.6M -$970K -90,075 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.9M +$103K +9,584 +0.7%
Mirae Asset Global ETFs Holdings
7
Mirae Asset Global ETFs Holdings
Hong Kong
$11.1M -$159K -14,765 -1%
Morgan Stanley
8
Morgan Stanley
New York
$9.32M -$709K -65,848 -7%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.4M +$525K +48,749 +7%
Northern Trust
10
Northern Trust
Illinois
$7.25M -$213K -19,802 -3%
Charles Schwab
11
Charles Schwab
California
$7.2M +$314K +29,112 +5%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$6.06M +$335K +31,097 +6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$5.26M +$103K +9,544 +2%
SI
14
Stephens Inc
Arkansas
$5.12M -$996K -92,408 -16%
Invesco
15
Invesco
Georgia
$4.73M -$3M -278,794 -39%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$4.38M +$925K +85,877 +27%
VanEck Associates
17
VanEck Associates
New York
$3.99M -$506K -46,930 -11%
Citadel Advisors
18
Citadel Advisors
Florida
$3.87M -$814K -75,595 -17%
Millennium Management
19
Millennium Management
New York
$3.81M +$782K +72,566 +26%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.71M -$124K -11,534 -3%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$3.54M +$715K +66,344 +25%
RIP
22
Rhino Investment Partners
Pennsylvania
$3.2M +$2.16M +200,244 +208%
Marshall Wace
23
Marshall Wace
United Kingdom
$3.17M +$2.76M +256,061 +679%
Two Sigma Investments
24
Two Sigma Investments
New York
$3.14M +$2.5M +232,111 +393%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.11M +$41.6K +3,857 +1%

KREF Hedge Fund Activity: Q1 2025 in Review

178 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q1 2025, worth a combined $542M — up 5.6% from $513M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KREF positions and 16 closed out — a net gain of 8 holders — while 64 added to existing stakes and 56 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $2.98M. The largest seller was Balyasny Asset Management, cutting an estimated $7.87M.

  • 178 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q1 2025, up from 171 in Q4 2024.
  • Funds reported $542M of KKR Real Estate Finance Trust stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 24 funds opened new KKR Real Estate Finance Trust positions in Q1 2025 and 16 closed out, a net change of +8 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $2.98M added.
  • The largest KKR Real Estate Finance Trust seller in Q1 2025 was Balyasny Asset Management, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2025.