KBS Real Estate Investment TKBSR

13F holders, Q3 2025 (September 30)
9holders
1new positions
1sold out
$3.89avg. 13F price*

At the end of Q3 2025, 9 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Old National Bancorp ($76K), Lanark Financial, Inc. ($56K) and Financial Gravity Asset Management, Inc. ($51K).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$30K
Exits1$98K

All 13F filers, Q2 2025 → Q3 2025: 7,791 shares bought and 25,239 shares sold, net −17,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Old National Bancorp 0.00% No change 19,506 $76K
Lanark Financial, Inc. 0.00% No change 14,502 $56K
Financial Gravity Asset Management, Inc. 0.01% — 13,025 $51K
Moloney Securities Asset Management, LLC 0.00% No change 10,093 $39K
Strengthening Families & Communities, LLC 0.01% New 7,791 $30K
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 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.