NEWPORT BEACH, CA
KBS REAL ESTATE INVESTMENT TRUST III, INC.KBSR— Latest position per institution from SEC 13F filings
15
Institutional holders
144.82K
Total shares held
400.34K
Estimated value
8.52K
Avg. position size
CARTER FINANCIAL GROUP, INC.
CIK 1919749
Shares
23.16K
Value
62.54K
Filed
Mar 31, 2026
OLD NATIONAL BANCORP /IN/
CIK 707179
Shares
19.51K
Value
75.88K
Filed
Jun 30, 2026
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
16.73K
Value
45.18K
Filed
Jun 30, 2026
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CIK 1741736
Shares
16.73K
Value
45.18K
Filed
Mar 31, 2026
LANARK FINANCIAL, INC.
CIK 791540
Shares
14.50K
Value
39.16K
Filed
Mar 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC
CIK 1987855
Shares
14.10K
Value
38.08K
Filed
Jun 30, 2026
STRENGTHENING FAMILIES & COMMUNITIES, LLC
CIK 1921196
Shares
10.40K
Value
28.08K
Filed
Sep 30, 2026
ORG PARTNERS LLC
CIK 1979372
Shares
7.44K
Value
20.09K
Filed
Dec 31, 2025
HANTZ FINANCIAL SERVICES, INC.
CIK 1071061
Shares
6.27K
Value
17.00
Filed
Jun 30, 2026
WESTSIDE INVESTMENT MANAGEMENT, INC.
CIK 1538383
Shares
3.97K
Value
10.72K
Filed
Jun 30, 2026
TUCKER ASSET MANAGEMENT LLC
CIK 1870012
Shares
2.53K
Value
9.85K
Filed
Dec 31, 2024
SIGNATURE EQUITY PARTNERS, LLC
CIK 2109813
Shares
2.49K
Value
6.73K
Filed
Dec 31, 2025
RETIREMITTEN FINANCIAL LLC
CIK 2127635
Shares
2.47K
Value
6.67K
Filed
Mar 31, 2026
GLEASON GROUP, INC.
CIK 1822632
Shares
1.64K
Value
4.42K
Filed
Sep 30, 2026
PLANNING PROJECT LLC
CIK 2052480
Shares
1.63K
Value
4.41K
Filed
Dec 31, 2025
CAPITAL ADVISOR NETWORK LLC
CIK 2131047
Shares
720.00
Value
1.94K
Filed
Jun 30, 2026
MAIN STREET GROUP, LTD
CIK 1965796
Shares
521.00
Value
1.41K
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CARTER FINANCIAL GROUP, INC. | 1919749 | 23.16K | 62.54K | Mar 31, 2026 |
| 2 | OLD NATIONAL BANCORP /IN/ | 707179 | 19.51K | 75.88K | Jun 30, 2026 |
| 3 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 16.73K | 45.18K | Jun 30, 2026 |
| 4 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 1741736 | 16.73K | 45.18K | Mar 31, 2026 |
| 5 | LANARK FINANCIAL, INC. | 791540 | 14.50K | 39.16K | Mar 31, 2026 |
| 6 | KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | 14.10K | 38.08K | Jun 30, 2026 |
| 7 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | 1921196 | 10.40K | 28.08K | Sep 30, 2026 |
| 8 | ORG PARTNERS LLC | 1979372 | 7.44K | 20.09K | Dec 31, 2025 |
| 9 | HANTZ FINANCIAL SERVICES, INC. | 1071061 | 6.27K | 17.00 | Jun 30, 2026 |
| 10 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 1538383 | 3.97K | 10.72K | Jun 30, 2026 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 1870012 | 2.53K | 9.85K | Dec 31, 2024 |
| 12 | SIGNATURE EQUITY PARTNERS, LLC | 2109813 | 2.49K | 6.73K | Dec 31, 2025 |
| 13 | RETIREMITTEN FINANCIAL LLC | 2127635 | 2.47K | 6.67K | Mar 31, 2026 |
| 14 | GLEASON GROUP, INC. | 1822632 | 1.64K | 4.42K | Sep 30, 2026 |
| 15 | PLANNING PROJECT LLC | 2052480 | 1.63K | 4.41K | Dec 31, 2025 |
| 16 | CAPITAL ADVISOR NETWORK LLC | 2131047 | 720.00 | 1.94K | Jun 30, 2026 |
| 17 | MAIN STREET GROUP, LTD | 1965796 | 521.00 | 1.41K | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.