KKR REAL ESTATE FIN TR INC

$KREF
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Smart money positioned

6 of the Top-200 alpha managers hold $KREF as of the latest 13F snapshot.

13F holders
159
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$KREF is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.21%, with an average of 0.05% of portfolio. Largest holder: Condor Capital Management at 0.21%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Condor Capital Management
0.21% NEW
α +23.6pts
02
Aigen Investment Management, LP
0.02% held
α +50.5pts
03
Level Financial Advisors
0.01% held
α +30.9pts
04
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
05
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 159 · Source: 13F-HR
01
JBF Capital, Inc.
3.35% of portfolio
5,733,513 sh
02
Thornburg Investment Management Inc.
0.05% of portfolio
2,875,297 sh
03
State Street
—
2,171,890 sh
04
Atlantic Edge Private Wealth Management, LLC
—
1,630,395 sh
05
Newbrook Capital Advisors LP
1.14% of portfolio
1,625,000 sh
06
Evergreen Capital Management LLC
—
1,478,151 sh
07
BCK Partners, Inc.
1.21% of portfolio
1,470,600 sh
08
Northeast Financial Consultants Inc
0.01% of portfolio
1,398,448 sh
09
Axa S.a.
—
1,278,352 sh
10
Land & Buildings Investment Management, LLC
1.97% of portfolio
1,119,822 sh
See all 159 13F holders · Pro →

Insider activity · last 90 days

5 transactions · 5 filers
03 Dec 2025
Rosenberg Ralph F —
▼ SOLD
125,289
$8.25
S
07 Nov 2025
Lee Christen E.J. —
▲ BOUGHT
10,000
$7.80
P
06 Nov 2025
Mattson W Patrick —
▲ BOUGHT
13,000
$7.91
P
06 Nov 2025
Salem Matthew A —
▲ BOUGHT
32,000
$7.84
P
06 Nov 2025
Ahern Terrance R —
▲ BOUGHT
23,700
$7.81
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $KREF in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:14 UTC.