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Summit Wealth Group (Colorado)’s Kilroy Realty KRC Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-34,589
Closed -$2.71M – 460
2025
Q3 		$2.71M Buy
+34,589
New +$1.36M 0.29% 63

Other funds holding KRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KRC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Kilroy Realty (KRC) in Q4 2025, closing a stake of 34,589 shares — an estimated $2.71M sold.

Summit Wealth Group (Colorado) first reported a position in KRC in Q3 2025 and held it in 1 quarter. The position peaked at $2.71M in Q3 2025. 374 funds tracked by Wall St. Rank hold KRC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Kilroy Realty position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 34,589 Kilroy Realty shares in Q4 2025, an estimated $2.71M.
  • Summit Wealth Group (Colorado) first reported a position in Kilroy Realty in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Kilroy Realty position peaked at $2.71M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Kilroy Realty as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.