KBS Real Estate Investment TKBSR

13F holders, Q3 2024 (September 30)
7holders −1
0new positions
1sold out
$5.60avg. 13F price*

At the end of Q3 2024, 7 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were MAI Capital Management ($87K), Financial Gravity Companies, Inc. ($73K) 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

0246810 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 7Q3 2024Q4 2024: 8Q4 2024Q1 2025: 7Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 9Q4 2025Q1 2026: 8Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$44K

All 13F filers, Q2 2024 → Q3 2024: 7,792 shares sold, net −7,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

MAI Capital Management 0.00% No change 15,447 $87K
Financial Gravity Companies, Inc. 0.02% — 13,025 $73K
Moloney Securities Asset Management, LLC 0.01% No change 10,093 $57K
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% Reduce -0.2% 521 $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.