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Mount Yale Investment Advisors’s Kilroy Realty KRC Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-49
Closed -$1.68K – 1172
2025
Q2 		$1.68K Buy
+49
New +$1.6K ﹤0.01% 1352

Other funds holding KRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's KRC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Kilroy Realty (KRC) in Q3 2025, closing a stake of 49 shares — an estimated $1.68K sold.

Mount Yale Investment Advisors first reported a position in KRC in Q2 2025 and held it in 1 quarter. The position peaked at $1.68K in Q2 2025. 357 funds tracked by Wall St. Rank hold KRC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Kilroy Realty position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 49 Kilroy Realty shares in Q3 2025, an estimated $1.68K.
  • Mount Yale Investment Advisors first reported a position in Kilroy Realty in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Kilroy Realty position peaked at $1.68K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Kilroy Realty as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.