KBS REAL ESTATE INV TRUST II shareholder history

Current and past KBS REAL ESTATE INV TRUST II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WESBANCO BANK INC 27270.00%0.01%0.01%Q2 2013Q4 201927
CENTRAL TRUST Co 1450.01%0.01%0.01%Q1 2014Q4 201819
AMG National Trust Bank 19190.01%0.01%0.02%Q3 2015Q1 202019
MAI Capital Management 19190.00%0.00%0.00%Q3 2018Q1 202319
IFP Advisors, Inc 11110.00%0.00%0.00%Q3 2019Q1 202211
Exchange Capital Management, Inc. 990.01%0.01%0.01%Q3 2016Q3 20189
Kalos Management, Inc. 420.02%0.03%0.05%Q2 2019Q4 20219
AMARILLO NATIONAL BANK 880.02%0.07%0.09%Q3 2017Q2 20198
Tradition Wealth Management, LLC 710.00%0.00%0.00%Q4 2020Q1 20238
Janney Montgomery Scott LLC 770.00%0.00%0.00%Q4 2013Q2 20157
Bartlett & Co. LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Lake Point Wealth Management 310.01%0.01%0.02%Q4 2018Q4 20194
Strengthening Families & Communities, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
CARDEROCK CAPITAL MANAGEMENT INC 330.00%0.00%0.01%Q3 2022Q1 20233
PRIVATE TRUST CO NA 220.02%0.03%0.04%Q2 2014Q3 20142
Risk Paradigm Group, LLC 110.02%0.02%0.03%Q1 2015Q3 20162
B. Riley Wealth Advisors, Inc. 110.01%0.02%0.02%Q3 2014Q1 20152
Regal Wealth Group, Inc. 110.03%0.03%0.03%Q3 2016Q3 20161
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Benedetti & Gucer, Inc. 110.16%0.16%0.16%Q1 2021Q1 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191

This page lists all the filers that currently own KBS REAL ESTATE INV TRUST II or have owned KBS REAL ESTATE INV TRUST II in the past.