Summit Securities Group’s Kilroy Realty KRC Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-1,200	Closed	-$48.5K	–	968
2024 Q4	$48.5K	Buy	+1,200	New	+$48.4K	0.01%	290
2024 Q2	–	Sell	-1,600	Closed	-$58K	–	678
2024 Q1	$58K	Buy	1,600 +1,599	+159,900%	+$59K	0.01%	244
2023 Q4	$0	Buy	+1	New	+$33	﹤0.01%	796
2014 Q3	–	Sell	-200	Closed	-$12K	–	756
2014 Q2	$12K	Buy	+200	New	+$12.1K	﹤0.01%	393

Other funds holding KRC

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

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

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

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

RIM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Summit Securities Group's KRC Position: Q1 2025 in Review

Summit Securities Group sold out of Kilroy Realty (KRC) in Q1 2025, closing a stake of 1,200 shares — an estimated $48.5K sold.

Summit Securities Group first reported a position in KRC in Q2 2014 and held it in 4 quarters. The position peaked at $58K in Q1 2024. 319 funds tracked by Wall St. Rank hold KRC as of Q1 2025.

Summit Securities Group reported no remaining Kilroy Realty position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 1,200 Kilroy Realty shares in Q1 2025, an estimated $48.5K.
Summit Securities Group first reported a position in Kilroy Realty in Q2 2014 and held it in 4 quarters.
Summit Securities Group's Kilroy Realty position peaked at $58K in Q1 2024.
319 funds tracked by Wall St. Rank held Kilroy Realty as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.