KBS Real Estate Investment TKBSR
13F holders, Q2 2024 (June 30)8holders +1
1new positions
0sold out
$5.60avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were MAI Capital Management ($87K), Financial Gravity Asset Management, Inc. ($71K) and Moloney Securities Asset Management, LLC ($57K).
- Company
- KBS Real Estate Investment T
- CUSIP
- 48668L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $44K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 7,792 shares bought and 1,629 shares sold, net +6,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| MAI Capital Management | 0.00% | No change | 15,447 | $87K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 12,650 | $71K |
| Moloney Securities Asset Management, LLC | 0.01% | Reduce -13.9% | 10,093 | $57K |
| Strengthening Families & Communities, LLC | 0.01% | New | 7,791 | $44K |
| Hantz Financial Services, Inc. | 0.00% | No change | 6,266 | $35K |
| Tucker Asset Management LLC | 0.00% | No change | 2,531 | $14K |
| Gleason Group, Inc. | 0.00% | No change | 1,635 | $9K |
| Main Street Group, LTD | 0.00% | Add +0.2% | 522 | $3K |
"% 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.