CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in KREF — KKR Real Estate Finance Trust Inc.
CIK 884546
SAN FRANCISCO, CA
Position in KREF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,559,094
+$235,305 QoQ
Shares Held
958,932
-7.2% QoQ
Ownership
1.64%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $627,676,220 across 33 REIT - Mortgage names. KREF ranks #22 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
5,427,809 | $121,365,808 | |
| 2 | AGNC |
AGNC Investment Corp.
|
8,146,540 | $88,797,285 | |
| 3 | RITM |
Rithm Capital Corp.
|
7,070,159 | $66,388,793 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
2,648,402 | $43,380,824 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,336,409 | $39,602,132 | |
| 6 | DX |
Dynex Capital Inc
|
1,795,250 | $23,535,727 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
2,035,950 | $21,743,946 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
1,197,171 | $20,890,633 |
All Filings in KREF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,559,094 | 958,932 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,323,789 | 1,033,299 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,244,240 | 1,002,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,154,018 | 906,002 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,632,031 | 756,218 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,203,308 | 666,973 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $6,442,396 | 637,861 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,922,628 | 722,480 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,333,504 | 810,332 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,795,961 | 874,350 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,639,751 | 804,214 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,307,266 | 699,854 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,178,584 | 589,859 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,598,857 | 491,559 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,949,752 | 426,200 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,905,827 | 424,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,221,657 | 356,542 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,255,279 | 303,507 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,106,085 | 293,139 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,623,698 | 266,526 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,340,275 | 200,660 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,463,701 | 188,347 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,253,322 | 181,547 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,999,054 | 181,431 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,723,016 | 164,235 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,340,209 | 155,910 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||