KBS Real Estate Investment TKBSR
13F holders, Q4 2025 (December 31)9holders
1new positions
2sold out
$2.96avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Old National Bancorp ($76K), Carter Financial Group, INC. ($63K) and Lanark Financial, Inc. ($39K).
- Company
- KBS Real Estate Investment T
- CUSIP
- 48668L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $63K |
| Exits | 2 | $32K |
All 13F filers, Q3 2025 → Q4 2025: 23,162 shares bought and 8,312 shares sold, net +14,850 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 |
| Carter Financial Group, INC. | 0.04% | New | 23,162 | $63K |
| Lanark Financial, Inc. | 0.00% | No change | 14,502 | $39K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 13,025 | $35K |
| ORG Partners LLC | 0.00% | No change | 7,441 | $20K |
| Hantz Financial Services, Inc. | 0.00% | No change | 6,266 | $17K |
| Signature Equity Partners, LLC | 0.00% | — | 2,491 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 1,635 | $4K |
| Planning Project LLC | 0.00% | — | 1,634 | $4K |
"% 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.