KBSR — Kbs Real Estate Investment Trust III Inc Institutional Holders · Q2 2026
Who owns Kbs Real Estate Investment Trust III Inc (KBSR)? 13 institutions reported holding $194,622 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Old National Bancorp ($75,882), Financial Gravity Companies, Inc. ($45,182), Kingswood Wealth Advisors, LLC ($38,076).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OLD NATIONAL BANCORP /IN/ | $75,882 | 19,506 | Hold |
| 2 | Financial Gravity Companies, Inc. | $45,182 | 16,734 | Added |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | $38,076 | 14,102 | New |
| 4 | HANTZ FINANCIAL SERVICES, INC. | $17,000 | 6,266 | Hold |
| 5 | Westside Investment Management, Inc. | $10,716 | 3,969 | New |
| 6 | Gleason Group, Inc. | $4,415 | 1,635 | New |
| 7 | Capital Advisor Network LLC | $1,943 | 720 | New |
| 8 | Main Street Group, LTD | $1,408 | 521 | Hold |
| 9 | Carter Financial Group, INC. | $0 | 0 | Exited |
| 10 | Strengthening Families & Communities, LLC | $0 | 0 | Exited |
| 11 | Planning Project LLC | $0 | 0 | Exited |
| 12 | RETIREMITTEN FINANCIAL LLC | $0 | 0 | Exited |
| 13 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30