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KKR Real Estate Finance Trus (KREF)

CUSIP: 48251K100 | NYSE | Real Estate · REIT - Mortgage | Small Cap | 553 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ATerra Capital Partners, LLC
with Maspen MS I, LLC, Vaspen MS I, LLC
4,708,4688.0%+1,523,286Sep 30, 2026No 13F filer matched
13GVikram S Uppal3,185,1825.4%New 5%+ stakeAug 10, 2026No 13F filer matched
13G/ATerra Capital Partners, LLC4,708,468
8.0% of class · Sep 30, 2026+1,523,286
with Maspen MS I, LLC, Vaspen MS I, LLC
No 13F filer matched
13GVikram S Uppal3,185,182
5.4% of class · Aug 10, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

GFS Advisors, LLC160,320
0.1% of portfolio›$996.0K
Beach Point Capital Management LP115,016
0.3% of portfolio›$714.2K
BI Asset Management Fondsmaeglerselskab A/S71,659
0.0% of portfolio›$445
Abel Hall, LLC50,717
0.1% of portfolio›$315.0K
Wedbush Securities Inc43,520
0.0% of portfolio›$270
Creative Planning37,715
0.0% of portfolio›$234.2K
Wealth Enhancement Advisory Services, LLC35,062
0.0% of portfolio›$223.3K
Parallel Advisors, LLC17,539
0.0% of portfolio›$108.9K
Brighton Jones LLC17,141
0.0% of portfolio›$106.4K
Inscription Capital, LLC15,414
0.0% of portfolio›$95.7K
Strs Ohio13,900
0.0% of portfolio›$86.3K
Gamma Investing LLC8,902
0.0% of portfolio›$55.3K
Kelleher Financial Advisors7,129
0.0% of portfolio›$44.3K
Pinnacle Wealth Planning Services, Inc.6,740
0.0% of portfolio›$41.9K
Versant Capital Management, Inc5,038
0.0% of portfolio›$31.3K
EverSource Wealth Advisors, LLC4,730
0.0% of portfolio›$29.4K
IFP Advisors, Inc3,122
0.0% of portfolio›$19.4K
Citigroup Inc2,511
0.0% of portfolio›$15.6K
Nisa Investment Advisors, LLC2,081
0.0% of portfolio›$13.1K
Essential Partners LLC1,567
0.0% of portfolio›$9.7K
Parkside Financial Bank & Trust1,312
0.0% of portfolio›$8.1K
Farther Finance Advisors, LLC1,275
0.0% of portfolio›$7.9K
Chilton Capital Management LLC1,000
0.0% of portfolio›$6.2K
SJS Investment Consulting Inc.996
0.0% of portfolio›$6.2K
Sterling Capital Management LLC960
0.0% of portfolio›$6.0K
Transce3nd, LLC782
0.0% of portfolio›$4.3K
Signaturefd, LLC637
0.0% of portfolio›$4.0K
Root Financial Partners, LLC564
0.0% of portfolio›$3.5K
Chung Wu Investment Group, LLC500
0.0% of portfolio›$3.1K
Triumph Capital Management450
0.0% of portfolio›$2.8K
Physician Wealth Advisors, Inc.109
0.0% of portfolio›$677
True Wealth Design, LLC109
0.0% of portfolio›$677
Provenance Wealth Advisors, LLC52
0.0% of portfolio›$323
Fortitude Family Office, LLC48
0.0% of portfolio›$298
Caitong International Asset Management Co., Ltd42
0.0% of portfolio›$261
Covestor Ltd26
0.0% of portfolio›$0
Blue Trust, Inc.16
0.0% of portfolio›$98
Hughes Financial Services, LLC1
0.0% of portfolio›$6
StyleTurnoverLocationFiled
GFS Advisors, LLC
160,320$996.0K0.1%CoreLowHouston, TX2026-11-03
Beach Point Capital Management LP
115,016$714.2K0.3%YieldMediumSanta Monica, CA2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
71,659$4450.0%CoreMediumKobenhavn, Greece2026-10-22
Abel Hall, LLC
50,717$315.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Wedbush Securities Inc
43,520$2700.0%CoreLowPasadena, CA2026-10-22
Creative Planning
37,715$234.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
35,062$223.3K0.0%CoreLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
17,539$108.9K0.0%IndexLowSan Francisco, CA2026-11-03
Brighton Jones LLC
17,141$106.4K0.0%CoreVery LowSeattle, WA2026-11-03
Inscription Capital, LLC
15,414$95.7K0.0%GARPMediumHouston, TX2026-11-02
Strs Ohio
13,900$86.3K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
8,902$55.3K0.0%IndexVery LowFoster City, CA2026-10-08
Kelleher Financial Advisors
7,129$44.3K0.0%CoreMediumNew York, NY2026-10-30
Pinnacle Wealth Planning Services, Inc.
6,740$41.9K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
5,038$31.3K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
4,730$29.4K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
3,122$19.4K0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
2,511$15.6K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
2,081$13.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Essential Partners LLC
1,567$9.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
1,312$8.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
1,275$7.9K0.0%IndexLowSan Francisco, CA2026-10-08
Chilton Capital Management LLC
1,000$6.2K0.0%GrowthMediumHouston, TX2026-10-28
SJS Investment Consulting Inc.
996$6.2K0.0%ETFVery LowSylvania, OH2026-10-26
Sterling Capital Management LLC
960$6.0K0.0%GARPMediumCharlotte, NC2026-10-22
Transce3nd, LLC
782$4.3K0.0%GrowthLowBuda, TX2026-10-26
Signaturefd, LLC
637$4.0K0.0%IndexLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
564$3.5K0.0%ETFMediumEncinitas, CA2026-10-21
Chung Wu Investment Group, LLC
500$3.1K0.0%GrowthMediumSugar Land, TX2026-11-03
Triumph Capital Management
450$2.8K0.0%ETFMediumDenver, CO2026-10-14
Physician Wealth Advisors, Inc.
109$6770.0%ETFMediumMidvale, UT2026-10-20
True Wealth Design, LLC
109$6770.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
52$3230.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
48$2980.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
42$2610.0%GrowthVery HighHong Kong, South Korea2026-10-29
Covestor Ltd
26$00.0%ValueHighLondon, United Kingdom2026-10-30
Blue Trust, Inc.
16$980.0%ETFLowBrentwood, TN2026-10-15
Hughes Financial Services, LLC
1$60.0%ETFLowHerndon, VA2026-10-30