Monitor for any future conversion to Schedule 13D if the investor's intent shifts to activism, but the current filing confirms a passive posture. No immediate catalyst.
Price Chart
Executive Summary
Terra REIT Advisors, LLC and related entities filed an amended Schedule 13G disclosing a passive 8.0% stake in KKR Real Estate Finance Trust Inc. as of September 30, 2026, representing 4,708,468 shares of common stock. The filing confirms a continued passive position with no change in control intent, and the stake is unchanged from the prior filing by Long Pond Capital, LP (which also held 8.0% as of May 2026). The filing is routine and does not signal any new activist or material event.
Key Financial Metrics
Key Facts
- Terra REIT Advisors, LLC and related entities collectively own 4,708,468 shares of KREF common stock, representing 8.0% of shares outstanding.
- The filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(c).
- Ownership percentage calculated based on 58,577,948 shares outstanding as of July 20, 2026.
- The stake is unchanged from the prior 13G filing by Long Pond Capital, LP (also 8.0%) in May 2026.
Financial Impact
Passive 8.0% stake with no change in position size or intent.
Risk Factors
- No material risk identified from this routine passive stake amendment.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001104659-26-116912 |
| Document: 0001104659-26-116912-index.html | 0001104659-26-116912 |
| Document: 0001104659-26-116912.txt | 0001104659-26-116912 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G/A | $5.64 | awaiting T+60 | — | $6.01 (+6.65%) |
Jun 11, 2026 19w ago | Institutional Cluster | $7.11 $7.65 | ▼ −7.59% | ▼ −3.20% | $6.01 (+15.40%) |
Apr 22, 2026 26w ago | 8-K | $17.81 $17.90 | ▼ −0.51% | ▲ +4.51% | $6.01 (+66.23%) |
Mar 3, 2026 33w ago | DEFA14A | $7.11 $6.69 | ▼ −5.97% | ▼ −16.05% | $6.01 (−15.45%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers