KBS Real Estate Investment TKBSR
13F holders, Q1 2026 (March 31)8holders −1
2new positions
2sold out
$2.95avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding KBS Real Estate Investment T (KBSR) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Old National Bancorp ($76K), Carter Financial Group, INC. ($63K) and Financial Gravity Asset Management, Inc. ($45K).
- Company
- KBS Real Estate Investment T
- CUSIP
- 48668L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $29K |
| Exits | 2 | $11K |
All 13F filers, Q4 2025 → Q1 2026: 14,628 shares bought and 4,126 shares sold, net +10,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Old National Bancorp | 0.00% | No change | 19,506 | $76K |
| Carter Financial Group, INC. | 0.04% | No change | 23,162 | $63K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +28.5% | 16,734 | $45K |
| Lanark Financial, Inc. | 0.00% | No change | 14,502 | $39K |
| Strengthening Families & Communities, LLC | 0.01% | New | 10,398 | $28K |
| Hantz Financial Services, Inc. | 0.00% | No change | 6,266 | $17K |
| Retiremitten Financial LLC | 0.00% | — | 2,471 | $7K |
| Main Street Group, LTD | 0.00% | New | 521 | $1K |
"% 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.