KREF — KKR REAL ESTATE FIN TR INC

Ownership history in GFS Advisors, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which GFS Advisors, LLC reported a position in KKR REAL ESTATE FIN TR INC (KREF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.35% (2022 Q1)
Avg. % of fund
0.59%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 210,870 -5,300 -2.5% 0.21% $1.7M $8.22
2025 Q3 ADDED 216,170 +3,450 +1.6% 0.25% $1.9M $8.73
2025 Q2 UNCHANGED 212,720 — 0% 0.26% $1.9M $8.28
2025 Q1 REDUCED 212,720 -220 -0.1% 0.46% $2.3M $9.91
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KREF price (monthly, adj. close)

Other funds also holding KREF

As of 2025 Q4 — sorted by position size

Nokomis Capital, L.L.C. 3Y 7Y 2.12% Long Pond Capital, LP 3Y 7Y 1.51% Kohlberg Kravis Roberts & Co. L.P. 3Y 7Y 1.32% Beach Point Capital Management LP 3Y 7Y 0.63% GP Brinson Investments LLC 3Y 0.37% CURA WEALTH ADVISORS, LLC 0.31% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.28% Compass Rose Asset Management, LP 0.22% Whetstone Capital Advisors, LLC 3Y 7Y 0.07% Abel Hall, LLC 0.04%
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