Route One Investment Company, L.P.: KILROY REALTY CORP (KRC): Quarterly 13F Position History
As of Q1 2026, Route One Investment Company, L.P. reported 4,049,563 shares of KILROY REALTY CORP (KRC), worth $114.2M and representing 5.0% of its 13F equity book. Quarter-over-quarter share count change: + 1,114,191 (+38.0%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 4,049,563Shares Held (Latest Filing)
- $114.2MReported Market Value (Latest Filing)
- 5.0%Portfolio Weight (% of 13F Equity Book)
- +1,114,191Quarter-over-Quarter Share Change
- +$4.5MQuarter-over-Quarter Value Change
- 4,049,563Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,049,563 | +1,114,191 | +38.0% | $114.2M | 5.0% | $28.2 |
| Q4 2025 | 2,935,372 | +315,761 | +12.1% | $109.7M | 4.6% | $37.4 |
| Q3 2025 | 2,619,611 | +1,618,711 | +161.7% | $110.7M | 4.4% | $42.3 |
| Q2 2025 | 1,000,900 | +1,000,900 | — | $34.3M | 1.5% | $34.3 |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 561,780 | -100.0% | $0 | 0.0% | — |
| Q1 2024 | 561,780 | +116,718 | +26.2% | $20.5M | 0.8% | $36.4 |
| Q4 2023 | 445,062 | — | — | $17.7M | 0.7% | $39.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Route One Investment Company, L.P. first disclose a KRC position in 13F-HR filings?
Route One Investment Company, L.P. first reported KILROY REALTY CORP (KRC) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Route One Investment Company, L.P.'s most recent quarter-over-quarter share-count change in KRC?
Between Q4 2025 and Q1 2026, Route One Investment Company, L.P. added 1,114,191 shares of KRC (+38.0%), bringing the total reported position to 4,049,563 shares at a market value of $114.2M.
Does the implied price-per-share represent Route One Investment Company, L.P.'s cost basis in KRC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.