Avantax Advisory Services’s Kilroy Realty KRC Stock Holding History

Avantax Advisory Services’s Portfolio KRC Stock Details KRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$447K	Buy	13,033 +1,693	+15%	+$55.2K	﹤0.01%	1651
2025 Q1	$371K	Sell	11,340 -2,291	-17%	-$82.1K	﹤0.01%	1693
2024 Q4	$551K	Sell	13,631 -3,181	-19%	-$128K	﹤0.01%	1376
2024 Q3	$651K	Buy	16,812 +6,315	+60%	+$223K	﹤0.01%	1250
2024 Q2	$327K	Buy	+10,497	New	+$349K	﹤0.01%	1636

Other funds holding KRC

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Avantax Advisory Services's KRC Position: Q2 2025 in Review

Avantax Advisory Services increased its Kilroy Realty (KRC) stake by 15% in Q2 2025, buying an estimated $55.2K and bringing the position to 13,033 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Avantax Advisory Services first reported a position in KRC in Q2 2024 and has held it in 5 quarters since. The position peaked at $651K in Q3 2024. 325 funds tracked by Wall St. Rank hold KRC as of Q2 2025.

Avantax Advisory Services held 13,033 shares of Kilroy Realty worth $447K as of Q2 2025.
Avantax Advisory Services bought 1,693 Kilroy Realty shares in Q2 2025, an estimated $55.2K.
Kilroy Realty made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1651 holding.
Avantax Advisory Services first reported a position in Kilroy Realty in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Kilroy Realty position peaked at $651K in Q3 2024.
325 funds tracked by Wall St. Rank held Kilroy Realty as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.