KBS Real Estate Investment TKBSR
13F holders, Q2 2026 (June 30)8holders
4new positions
4sold out
$3.07avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, unchanged from Q1 2026. 4 opened new positions and 4 sold out. The largest holders were Old National Bancorp ($76K), Financial Gravity Companies, Inc. ($45K) and Kingswood Wealth Advisors, LLC ($38K).
- Company
- KBS Real Estate Investment T
- CUSIP
- 48668L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $55K |
| Exits | 4 | $136K |
All 13F filers, Q1 2026 → Q2 2026: 20,426 shares bought and 50,533 shares sold, net −30,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Old National Bancorp | 0.00% | No change | 19,506 | $76K |
| Financial Gravity Companies, Inc. | 0.01% | — | 16,734 | $45K |
| Kingswood Wealth Advisors, LLC | 0.00% | New | 14,102 | $38K |
| Hantz Financial Services, Inc. | 0.00% | No change | 6,266 | $17K |
| Westside Investment Management, Inc. | 0.00% | New | 3,969 | $11K |
| Gleason Group, Inc. | 0.00% | New | 1,635 | $4K |
| Capital Advisor Network LLC | 0.00% | New | 720 | $2K |
| Main Street Group, LTD | 0.00% | No change | 521 | $1K |
"% of holder's portfolio" is KBSR's weight in each manager's 13F, not the share of KBS Real Estate Investment T the manager owns.