KKR Real Estate Finance Trust Inc. (KREF) — Institutional Holders, Q2 2026 (page 2)

155 institutional investment managers reported a KREF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $350.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 155. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

KREF 13F holders ranked 101–155 of 155

Institutional investors reporting a position in KKR Real Estate Finance Trust Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
CAPTRUST FINANCIAL ADVISORS#101 · 11,142 sh$76.2KNew
Cerity Partners#102 · 11,110 sh$76.0K-48.0%
XML Financial#103 · 10,500 sh$71.8K-63.4%
STRS OHIO#104 · 9,700 sh$66.3K0.0%
Allworth Financial#105 · 7,937 sh$54.3K+52.1%
FIFTH THIRD BANCORP#106 · 6,100 sh$41.7K0.0%
VANGUARD ASSET MANAGEMENT, Ltd#107 · 5,690 sh$38.9K-85.4%
Legal & General Group Plc#108 · 5,475 sh$37.4K-88.0%
GAMMA Investing#109 · 5,288 sh$36.2K-50.7%
Ameritas Investment Partners#110 · 4,773 sh$32.6K0.0%
EverSource Wealth Advisors#111 · 4,101 sh$28.1KNew
Integrated Wealth Concepts#112 · 3,645 sh$24.9KNew
Versant Capital Management#113 · 3,229 sh$22.1K+625.6%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#114 · 3,163 sh$21.6K+17.2%
JONES FINANCIAL COMPANIES LLLP#115 · 2,357 sh$16.9K+3001.3%
Tower Research Capital (TRC)#116 · 2,240 sh$15.3K-60.1%
NISA INVESTMENT ADVISORS#117 · 2,081 sh$14.4K-86.1%
Geneos Wealth Management#118 · 2,000 sh$13.7K0.0%
SIGNATUREFD#119 · 1,910 sh$13.1K+89.7%
IFP Advisors#120 · 1,907 sh$13.0KNew
Larson Financial Group#121 · 1,579 sh$10.8K+5.3%
Essential Partners#122 · 1,426 sh$9.8K+390.0%
Farther Finance Advisors#123 · 1,319 sh$9.0K-64.9%
Caitong International Asset Management , Ltd#124 · 1,285 sh$8.8K+1327.8%
Ameritas Advisory Services#125 · 1,202 sh$8.2KNew
Sterling Capital Management#126 · 1,091 sh$7.5K-40.3%
CHILTON CAPITAL MANAGEMENT#127 · 1,000 sh$6.8K0.0%
Pinnacle Wealth Planning Services#128 · 948 sh$6.5K+5.8%
US BANCORP \DE\#129 · 872 sh$6.0K+586.6%
Transce3nd#130 · 781 sh$5.7K-5.1%
ROTHSCHILD INVESTMENT#131 · 652 sh$4.5K+91.8%
NATIONAL BANK OF CANADA#132 · 553 sh$3.8KNew
Chung Wu Investment Group#133 · 500 sh$3.4K0.0%
Triumph Capital Management#134 · 450 sh$3.1K0.0%
Allied Private Wealth#135 · 420 sh$3.0K—
Parkside Financial Bank#136 · 380 sh$2.6K+100.0%
Quarry#137 · 333 sh$2.3KNew
LOS ANGELES CAPITAL MANAGEMENT#138 · 295 sh$2.0K0.0%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION#139 · 202 sh$1.4K-18.2%
HANTZ FINANCIAL SERVICES#140 · 206 sh$1.0K-98.2%
True Wealth Design#141 · 130 sh$890.00New
Physician Wealth Advisors#142 · 109 sh$746.00New
LRI Investments#143 · 98 sh$670.000.0%
JFS WEALTH ADVISORS#144 · 55 sh$382.00New
JPL Wealth Management#145 · 50 sh$342.00New
Fortitude Family Office#146 · 48 sh$328.00New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#147 · 23 sh$157.000.0%
SJS Investment Consulting#148 · 20 sh$137.00New
Silver Grove Financial Group#149 · 11 sh$75.00New
Transamerica Financial Advisors#150 · 9 sh$62.00New
Hughes Financial Services#151 · 1 sh$7.00New
HUNTINGTON NATIONAL BANK#152 · 1 sh$7.000.0%
Covestor Ltd#153 · 44 sh$0.00-59.3%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#154 · 746 sh—-98.6%
Quantum Portfolio Management#155 · 3,651 sh—New

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.