KBS Real Estate Investment TKBSR
13F holders, Q4 2024 (December 31)8holders +1
2new positions
1sold out
$4.67avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($83K), Moloney Securities Asset Management, LLC ($57K) and Financial Gravity Companies, Inc. ($55K).
- Company
- KBS Real Estate Investment T
- CUSIP
- 48668L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $112K |
| Exits | 1 | $87K |
All 13F filers, Q3 2024 → Q4 2024: 23,427 shares bought and 15,447 shares sold, net +7,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Kingswood Wealth Advisors, LLC | 0.01% | New | 14,883 | $83K |
| Moloney Securities Asset Management, LLC | 0.01% | No change | 10,093 | $57K |
| Financial Gravity Companies, Inc. | 0.01% | Add +8.5% | 14,127 | $55K |
| ORG Partners LLC | 0.00% | New | 7,441 | $29K |
| Hantz Financial Services, Inc. | 0.00% | No change | 6,266 | $24K |
| Tucker Asset Management LLC | 0.00% | No change | 2,531 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 1,635 | $9K |
| Main Street Group, LTD | 0.00% | Add +0.2% | 522 | $2K |
"% 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.