Question 1

Who owns KREF?

Accepted Answer

KKR REAL ESTATE FIN TR INC (KREF) is held by 95 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Question 2

Are institutions buying or selling KREF?

Accepted Answer

In Q1 2026, 50 institutions opened or increased positions in KKR REAL ESTATE FIN TR INC while 48 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on KREF?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for KKR REAL ESTATE FIN TR INC.

Question 4

How many hedge funds hold KREF?

Accepted Answer

95 institutional investors report holding KKR REAL ESTATE FIN TR INC (KREF) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into KREF?

Accepted Answer

As of Q1 2026, tracked institutions in KKR REAL ESTATE FIN TR INC show 50 buyers versus 48 sellers — net inflows.

Question 6

Are Congress members and hedge funds both buying KREF?

Accepted Answer

Yes — in the latest quarter, 1 members of Congress and 50 institutional investors bought KKR REAL ESTATE FIN TR INC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	5.5M(-40.0%)	$33.9M	0.0%	-17.04%	0
NOMURA HOLDINGS INC	Increased	2.9M(+5.5%)	$17.6M	0.0%	-10.86%	30
VAVANGUARD CAPITAL MANAGEMENT LLC	New	2.3M	$14.2M	0.0%	+2.08%	39
MILLENNIUM MANAGEMENT LLC	Increased	1.5M(+6949.6%)	$9M	0.0%	+1.79%	44
STATE STREET CORP	Decreased	1.3M(-41.1%)	$8.1M	0.0%	-30.76%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.3M(-0.6%)	$8.1M	0.0%	-29.94%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1M(+3.0%)	$6.3M	0.0%	-22.38%	28
TWO SIGMA INVESTMENTS, LP	Decreased	942,201(-6.3%)	$5.8M	0.0%	-12.13%	0
CITADEL ADVISORS LLC	Increased	915,236(+94.2%)	$5.6M	0.0%	-11.72%	43
MORGAN STANLEY	Increased	752,053(+18.5%)	$4.6M	0.0%	-10.72%	32
Point72 Asset Management, L.P.	New	699,224	$4.3M	0.0%	+2.08%	37
PRUDENTIAL FINANCIAL INC	Increased	647,750(+126.8%)	$4M	0.0%	-7.13%	43
GOLDMAN SACHS GROUP INC	Increased	640,763(+50.1%)	$3.9M	0.0%	-10.48%	37
NORTHERN TRUST CORP	Decreased	515,041(-2.3%)	$3.2M	0.0%	-32.80%	0
Qube Research & Technologies Ltd	New	440,264	$2.7M	0.0%	+2.08%	36
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	410,436	$2.5M	0.0%	+2.08%	36
VFVANGUARD FIDUCIARY TRUST CO	New	344,672	$2.1M	0.0%	+2.08%	36
JPMORGAN CHASE & CO	Decreased	301,456(-35.9%)	$1.9M	0.0%	-17.57%	0
FMR LLC	Increased	303,750(+3.9%)	$1.9M	0.0%	-15.48%	27
JANE STREET GROUP, LLC	Decreased	299,034(-16.1%)	$1.8M	0.0%	-11.09%	0

KKR REAL ESTATE FIN TR INC

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