KREF ranks #3623 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
154 institutions disclose a position in KREF, but none treat it as a major bet — even Long Pond Capital, LP, its most concentrated holder, allocates just 3.8% of its own portfolio to it.
Long Pond Capital, LP has added to its KREF position for two straight quarters, increasing it by $26.9M to reach $39.8M today.
Nokomis Capital, L.L.C. has trimmed its KREF position for two straight quarters, cutting it by $6.0M while still holding $3.0M.
KREF is up 0.8% today, and institutions have been net buyers of $53.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.