KBSR Institutional Ownership
KBS Real Estate Investment Trust III, Inc.
1W: +0.0%
1M: -37.8%
3M: -25.6%
$0.90
Last traded 2025-02-18 — delisted
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Institutional Ownership — KBSR
12
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
5
New Positions
0
Increased
4
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OLD NATIONAL BANCORP /IN | 19,506 | $18K | — | +0.0% | 6Q | SEC ↗ |
| 2 | Financial Gravity Companies, Inc. NEW | 16,734 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Financial Gravity Asset Management, In | 16,734 | $15K | +3,709 | +28.5% | 3Q | SEC ↗ |
| 4 | KINGSWOOD WEALTH ADVISORS, LLC NEW | 14,102 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 5 | HANTZ FINANCIAL SERVICES, INC. | 6,266 | $6K | — | +0.0% | 17Q | SEC ↗ |
| 6 | Westside Investment Management, Inc. NEW | 3,969 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Gleason Group, Inc. NEW | 1,635 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Capital Advisor Network LLC NEW | 720 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Main Street Group, LTD | 521 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 10 | NBC SECURITIES, INC. | 0 | $0K | -14,502 | -100.0% | 4Q | SEC ↗ |
| 11 | Signature Equity Partners, LLC | 0 | $0K | -2,491 | -100.0% | 1Q | SEC ↗ |
| 12 | Carter Financial Group, INC. | 0 | $0K | -23,162 | -100.0% | 2Q | SEC ↗ |
| 13 | Strengthening Families & Communities, | 0 | $0K | -10,398 | -100.0% | 1Q | SEC ↗ |
| 14 | RETIREMITTEN FINANCIAL LLC | 0 | $0K | -2,471 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 16,734 | $15K |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,102 | $13K |
| Westside Investment Management, Inc | 3,969 | $4K |
| Gleason Group, Inc. | 1,635 | $1K |
| Capital Advisor Network LLC | 720 | $1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Carter Financial Group, INC. | 23,162 | $21K |
| NBC SECURITIES, INC. | 14,502 | $13K |
| Strengthening Families & Communitie | 10,398 | $9K |
| Signature Equity Partners, LLC | 2,491 | $2K |
| RETIREMITTEN FINANCIAL LLC | 2,471 | $2K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +3,709 | +28.5% | 16,734 |
Biggest Decreases (0)
None.