KBS Real Estate Investment Trust III, Inc. - KBSR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD NATIONAL BANCORP /IN/ | History | No change | 19,506 | 75 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 16,734 | 45 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 14,102 | 38 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6,266 | 17 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,969 | 10 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gleason Group, Inc. | History | No change | 1,635 | 4 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Main Street Group, LTD | History | No change | 521 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisor Network LLC | History | No change | 720 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |