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Disclosery

Long Pond Capital, LP: KREF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Pond Capital, LP on KREF, newest first. How the timeline and the estimate are built.

Long Pond Capital, LP held 5,813,201 KREF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,813,201 shares
    Change vs previous 13F +79,688 shares

    4.17% of the 13F portfolio, value $39,762,295.

    13F-HR 0001172661-26-003415 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,733,513 shares
    Change vs previous 13F +4,170,425 shares

    3.59% of the 13F portfolio, value $35,089,100.

    13F-HR 0001172661-26-001977 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,563,088 shares
    Change vs previous 13F -758,584 shares

    1.51% of the 13F portfolio, value $12,848,583.

    13F-HR 0001172661-26-000802 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,321,672 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $20,895,048.

    13F-HR 0001172661-25-004900 filed by Long Pond Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).