ROTHSCHILD INVESTMENT LLC
Position in KREF — KKR Real Estate Finance Trust Inc.
CIK 85338
CHICAGO, IL
Position in KREF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,459
+$2,379 QoQ
Shares Held
652
+91.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 153 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $1,821,806 across 35 REIT - Mortgage names. KREF ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
88,605 | $1,451,349 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
11,178 | $189,467 | |
| 3 | NLY |
Annaly Capital Management Inc
|
3,035 | $67,862 | |
| 4 | RITM |
Rithm Capital Corp.
|
3,166 | $29,728 | |
| 5 | AGNC |
AGNC Investment Corp.
|
912 | $9,940 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
1,798 | $9,745 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
507 | $8,847 | |
| 8 | CIM |
Chimera Investment Corp
|
527 | $7,030 |
All Filings in KREF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,459 | 652 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,080 | 340 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $805 | 98 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,917 | 213 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,841 | 210 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,674 | 155 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,161 | 115 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $926 | 75 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $452 | 50 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $100 | 10 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||