KBS Real Estate Investment TKBSR
13F holders, Q2 2025 (June 30)9holders +2
1new positions
0sold out
$3.88avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, up 2 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Carter Financial Group, INC. ($98K), Old National Bancorp ($76K) and Financial Gravity Companies, Inc. ($61K).
- Company
- KBS Real Estate Investment T
- CUSIP
- 48668L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $56K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 14,502 shares bought and 1 shares sold, net +14,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Carter Financial Group, INC. | 0.06% | — | 25,239 | $98K |
| Old National Bancorp | 0.00% | No change | 19,506 | $76K |
| Financial Gravity Companies, Inc. | 0.01% | — | 15,632 | $61K |
| Lanark Financial, Inc. | 0.00% | New | 14,502 | $56K |
| Moloney Securities Asset Management, LLC | 0.00% | 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% | Reduce -0.2% | 521 | $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.