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KBS Real Estate INV Trust II

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
MAI Capital Management
INCREASED
Shares64,316 from 63,482
Change+834 (+1%)
Value$59.8K (+$775)
Filed 2023-05-10
Carderock Capital Management Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$14.0K (+$13.9K)
Filed 2023-04-19
Strengthening Families & Communities, LLC
UNCHANGED
Shares7,734 from 7,734
Change0 (0%)
Value$7 ($0)
Filed 2023-05-04
Bartlett & Co. Wealth Management LLC
UNCHANGED
Shares6,613 from 6,613
Change0 (0%)
Value$6.2K ($0)
Filed 2024-02-14
Bartlett & Co. LLC
UNCHANGED
Shares6,613 from 6,613
Change0 (0%)
Value$6 ($0)
Filed 2023-04-06
RE Dickinson Investment Advisors, LLC
NEW
Shares4,408
Change+4,408
Value$4
Filed 2023-05-10
Tradition Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$4 ($0)
Filed 2023-05-12
Thompson Investment Management, Inc.
NEW
Shares2,000
Change+2,000
Value$1.9K
Filed 2023-04-24
Status
MAI Capital Management
INCREASED64,31663,482+834+1%$59.0K$59.8K+$7752023-05-10
Carderock Capital Management Inc
UNCHANGED15,00015,00000%$14$14.0K+$13.9K2023-04-19
Strengthening Families & Communities, LLC
UNCHANGED7,7347,73400%$7$7$02023-05-04
Bartlett & Co. Wealth Management LLC
UNCHANGED6,6136,61300%$6.2K$6.2K$02024-02-14
Bartlett & Co. LLC
UNCHANGED6,6136,61300%$6$6$02023-04-06
RE Dickinson Investment Advisors, LLC
NEW4,408—+4,408——$4—2023-05-10
Tradition Wealth Management, LLC
UNCHANGED4,0004,00000%$4$4$02023-05-12
Thompson Investment Management, Inc.
NEW2,000—+2,000——$1.9K—2023-04-24
Showing 8 of 8 institutions