Ticker · CUSIP 48251K100
Holders (tracked)
8
Combined shares
2,391,934
Combined value
$19.66M
Last close
$6.69
Quarter
2025Q4
Price · 1Y$6.69-1.32 (-16.48%)H $8.95 · L $5.86 · Avg Vol 921K
Tracked holders · last 8 quarters
-3 vs previous quarter over the last 8.
Price is -18.6% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
16 events
- D.E. Shaw & Co. exited2026-02-17−196,900 shares · 2025Q4Position
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−10,997 shares · 2025Q4Position
- Two Sigma Investments added2026-02-17+916,385 shares · 2025Q4Position
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−148,035 shares · 2025Q4Position
- T. Rowe Price trimmed2026-02-17−398,356 shares · 2025Q4Position
- Wellington Management added2026-02-17+26,878 shares · 2025Q4Position
- AQR Capital Management trimmed2026-02-17−206,140 shares · 2025Q4Position
- Renaissance Technologies exited2026-02-12−83,674 shares · 2025Q4Position
- Mario Gabelli (GAMCO) exited2026-02-05−50,000 shares · 2025Q4Position
- +169,003 shares · 2025Q3Position
- Two Sigma Investments trimmed2025-11-14−172,949 shares · 2025Q3Position
- D.E. Shaw & Co. trimmed2025-11-14−312,060 shares · 2025Q3Position
- T. Rowe Price added2025-11-14+8,513 shares · 2025Q3Position
- Wellington Management added2025-11-14+11,425 shares · 2025Q3Position
- AQR Capital Management added2025-11-14+179,975 shares · 2025Q3Position
- Renaissance Technologies trimmed2025-11-13−141,273 shares · 2025Q3Position
Insider activity
Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
5
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-14 | Langer Jonathan A Insider | A | 16,691 | — | $0 |
| 04-14 | AHERN TERRANCE R Insider | A | 16,691 | — | $0 |
| 04-14 | ESTEVES IRENE M Insider | A | 16,691 | — | $0 |
| 04-14 | MCANENY DEBORAH H Insider | A | 16,691 | — | $0 |
| 04-14 | Madoff Paula Insider | A | 16,691 | — | $0 |
Follow-the-investor returns
If you'd copied each holder of KREF…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Ken Griffin (Citadel Advisors) | 2017Q2 | $8.25 | -18.9% | $3.2M |
| Ken Griffin (Citadel Advisors) | 2017Q2 | $8.25 | -18.9% | $3.2M |
| Ken Griffin (Citadel Advisors) | 2017Q2 | $8.25 | -18.9% | $3.2M |
| Two Sigma Investments | 2018Q2 | $8.50 | -21.3% | $6.7M |
| AQR Capital Management | 2025Q2 | $8.88 | -24.7% | $1.1M |
| T. Rowe Price | 2022Q4 | $10.19 | -34.3% | $658K |
| Wellington Management | 2025Q1 | $10.64 | -37.1% | $3.8M |
| Izzy Englander (Millennium Mgmt) | 2018Q2 | $10.90 | -38.6% | $140K |
Who moved on this name in 2025Q4
Position changes reported for the latest quarter, grouped by direction.
New positions0
—
Added to2
- Two Sigma Investments+916,385$7.5M
- Wellington Management+26,878$221K
Trimmed4
- AQR Capital Management−206,140$1.7M
- Izzy Englander (Millennium Mgmt)−148,035$1.2M
- Ken Griffin (Citadel Advisors)−10,997$90K
- T. Rowe Price−398,356$3K
Exited3
- D.E. Shaw & Co.−196,900$1.8M
- Renaissance Technologies−83,674$753K
- Mario Gabelli (GAMCO)−50,000$450K
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 8 | $169.2M |
| 2022Q2 | 9 | $170.1M |
| 2022Q3 | 7 | $166.2M |
| 2022Q4 | 9 | $154.9M |
| 2023Q1 | 8 | $131.4M |
| 2023Q2 | 8 | $128.0M |
| 2023Q3 | 7 | $123.0M |
| 2023Q4 | 8 | $144.5M |
| 2024Q1 | 8 | $109.5M |
| 2024Q2 | 8 | $98.5M |
| 2024Q3 | 8 | $13.0M |
| 2024Q4 | 9 | $17.9M |
| 2025Q1 | 10 | $28.9M |
| 2025Q2 | 10 | $25.0M |
| 2025Q3 | 11 | $22.9M |
| 2025Q4 | 8 | $19.7M |
Who owns KREF
8 super-investors · 2025Q4
Tracked stake
2.39M
shares
Combined value
$20M
% of shares outstanding
—
shares-out unknown
Quarter action mix
Added2Trim6
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Two Sigma Investments | 1.01M | $8M |
| 2 | Wellington Management | 574.3K | $5M |
| 3 | Ken Griffin Citadel Advisors | 471.4K | $4M |
| 4 | AQR Capital Management | 171.7K | $1M |
| 5 | T. Rowe Price | 98.3K | $809K |
| 6 | Ken Griffin Citadel Advisors | 30.3K | $249K |
| 7 | Izzy Englander Millennium Mgmt | 21.0K | $172K |
| 8 | Ken Griffin Citadel Advisors | 19.8K | $163K |
Recent moves
20 transactions
- −206,140 · 2025Q4
- −148,035 · 2025Q4
- +26,878 · 2025Q4
- −10,997 · 2025Q4
- SOLDD.E. Shaw & Co.−196,900 · 2025Q4
- TRIMT. Rowe Price−398,356 · 2025Q4
- +916,385 · 2025Q4
- −83,674 · 2025Q4
- −50,000 · 2025Q4
- TRIMD.E. Shaw & Co.−312,060 · 2025Q3
- −172,949 · 2025Q3
- +169,003 · 2025Q3
- +8,513 · 2025Q3
- +11,425 · 2025Q3
- +179,975 · 2025Q3
- −141,273 · 2025Q3
- −29,348 · 2025Q2
- +976 · 2025Q2
- −353,216 · 2025Q2
- +103,853 · 2025Q2
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