CreativeOne Wealth’s Kilroy Realty KRC Stock Holding History

CreativeOne Wealth’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
2022 Q4	–	Sell	-6,503	Closed	-$274K	–	760
2022 Q3	$274K	Buy	6,503 +122	+2%	+$6.15K	0.02%	570
2022 Q2	$334K	Buy	6,381 +91	+1%	+$5.78K	0.02%	518
2022 Q1	$481K	Buy	6,290 +2,103	+50%	+$148K	0.02%	438
2021 Q4	$278K	Hold	4,187	–	–	0.01%	608
2021 Q3	$277K	Sell	4,187 -292	-7%	-$19.7K	0.02%	578
2021 Q2	$312K	Buy	4,479 +8	+0.2%	+$554	0.02%	524
2021 Q1	$293K	Buy	+4,471	New	+$277K	0.02%	453

Other funds holding KRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CreativeOne Wealth's KRC Position: Q4 2022 in Review

CreativeOne Wealth sold out of Kilroy Realty (KRC) in Q4 2022, closing a stake of 6,503 shares — an estimated $274K sold.

CreativeOne Wealth first reported a position in KRC in Q1 2021 and held it in 7 quarters. The position peaked at $481K in Q1 2022. 291 funds tracked by Wall St. Rank hold KRC as of Q4 2022.

CreativeOne Wealth reported no remaining Kilroy Realty position as of Q4 2022 after selling out during the quarter.
CreativeOne Wealth sold 6,503 Kilroy Realty shares in Q4 2022, an estimated $274K.
CreativeOne Wealth first reported a position in Kilroy Realty in Q1 2021 and held it in 7 quarters.
CreativeOne Wealth's Kilroy Realty position peaked at $481K in Q1 2022.
291 funds tracked by Wall St. Rank held Kilroy Realty as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.