Summit Wealth Group’s Kilroy Realty KRC Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-220	Closed	-$15K	–	142
2021 Q2	$15K	Hold	220	–	–	0.02%	88
2021 Q1	$14K	Buy	+220	New	+$13.6K	0.02%	85

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

AAMU

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

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

CIM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth Group's KRC Position: Q3 2021 in Review

Summit Wealth Group sold out of Kilroy Realty (KRC) in Q3 2021, closing a stake of 220 shares — an estimated $15K sold.

Summit Wealth Group first reported a position in KRC in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 288 funds tracked by Wall St. Rank hold KRC as of Q3 2021.

Summit Wealth Group reported no remaining Kilroy Realty position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 220 Kilroy Realty shares in Q3 2021, an estimated $15K.
Summit Wealth Group first reported a position in Kilroy Realty in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Kilroy Realty position peaked at $15K in Q2 2021.
288 funds tracked by Wall St. Rank held Kilroy Realty as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.