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Summit Trail Advisors’s Kilroy Realty KRC Stock Holding History

Summit Trail 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
2026
Q1 		$1.14M Sell
40,243
-39,139
-49% -$1.29M 0.02% 875
2025
Q4 		$3.01M Sell
79,382
-5,276
-6% -$216K 0.05% 235
2025
Q3 		$3.62M Buy
84,658
+30,475
+56% +$1.2M 0.05% 201
2025
Q2 		$1.89M Buy
54,183
+37,238
+220% +$1.21M 0.03% 284
2025
Q1 		$562K Buy
16,945
+694
+4% +$24.9K 0.02% 240
2024
Q4 		$666K Buy
+16,251
New +$656K 0.02% 178
2018
Q1 		– Sell
-78
Closed -$6K – 1104
2017
Q4 		$6K Buy
+78
New +$5.74K ﹤0.01% 1363

Other funds holding KRC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return