KBS Real Estate Investment TKBSR

13F holders, Q1 2025 (March 31)
7holders −1
1new positions
2sold out
$3.88avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Old National Bancorp ($76K), Financial Gravity Asset Management, Inc. ($65K) and Moloney Securities Asset Management, LLC ($39K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$76K
Exits2$93K

All 13F filers, Q4 2024 → Q1 2025: 19,506 shares bought and 17,414 shares sold, net +2,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Old National Bancorp 0.00% New 19,506 $76K
Financial Gravity Asset Management, Inc. 0.01% — 16,734 $65K
Moloney Securities Asset Management, LLC 0.01% No change 10,093 $39K
ORG Partners LLC 0.01% No change 7,441 $29K
Hantz Financial Services, Inc. 0.00% No change 6,266 $24K
Gleason Group, Inc. 0.00% No change 1,635 $6K
Main Street Group, LTD 0.00% No change 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.