Venturi Wealth Management’s Kilroy Realty KRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,875
Closed -$197K 1270
2024
Q4
$197K Buy
4,875
+1,963
+67% +$79.2K 0.01% 549
2024
Q3
$113K Buy
2,912
+1,549
+114% +$54.8K 0.01% 531
2024
Q2
$42.5K Buy
1,363
+1,015
+292% +$33.7K ﹤0.01% 717
2024
Q1
$12.7K Buy
348
+103
+42% +$3.8K ﹤0.01% 868
2023
Q4
$9.76K Sell
245
-195
-44% -$6.43K ﹤0.01% 881
2023
Q3
$13.9K Buy
+440
New +$15.3K ﹤0.01% 729

Other funds holding KRC

Venturi Wealth Management's KRC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Kilroy Realty (KRC) in Q1 2025, closing a stake of 4,875 shares — an estimated $197K sold.

Venturi Wealth Management first reported a position in KRC in Q3 2023 and held it in 6 quarters. The position peaked at $197K in Q4 2024. 319 funds tracked by Wall St. Rank hold KRC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Kilroy Realty position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,875 Kilroy Realty shares in Q1 2025, an estimated $197K.
  • Venturi Wealth Management first reported a position in Kilroy Realty in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Kilroy Realty position peaked at $197K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Kilroy Realty as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.