10 institutions reported holding $275,913 of KBS REAL ESTAT INVT TR III I (KBSR) in SEC 13F filings for 2026-03-31. Largest institutional holders: OLD NATIONAL BANCORP /IN/ ($75,882), Carter Financial Group, INC. ($62,538), Financial Gravity Asset Management, Inc. ($45,182), NBC SECURITIES, INC. ($39,156), Strengthening Families & Communities, LLC ($28,076). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OLD NATIONAL BANCORP /IN/ | $75,882 | 19,506 | Hold |
| 2 | Carter Financial Group, INC. | $62,538 | 23,162 | Hold |
| 3 | Financial Gravity Asset Management, Inc. | $45,182 | 16,734 | Added |
| 4 | NBC SECURITIES, INC. | $39,156 | 14,502 | Hold |
| 5 | Strengthening Families & Communities, LLC | $28,076 | 10,398 | New |
| 6 | HANTZ FINANCIAL SERVICES, INC. | $17,000 | 6,266 | Hold |
| 7 | RETIREMITTEN FINANCIAL LLC | $6,671 | 2,471 | New |
| 8 | Main Street Group, LTD | $1,408 | 521 | New |
| 9 | Signature Equity Partners, LLC | $0 | 0 | Exited |
| 10 | Gleason Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31