The cluster is too small in dollar terms to signal a material thesis shift. Monitor next quarter's 13F filings for larger institutional moves, and watch for any improvement in stabilized portfolio occupancy above 80% as a catalyst.
Executive Summary
Three small asset managers added to their KRC positions in Q3 2026, with aggregate buying of $1.1M. The cluster follows the company's Q3 earnings release, which showed mixed results — FFO slightly below consensus but revenue modestly above, with strong leasing spreads offset by low occupancy. The institutional activity is minimal in scale and dominated by small advisors, providing a weak signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +38.6% | $24.0K | $5.0K |
| Wealth Enhancement Advisory Services | ADD | +70.8% | $3.2M | $1.0M |
| Hb Wealth Management | ADD | +52.8% | $458.0K | $70.0K |
Key Facts
- Three asset managers added KRC positions in Q3 2026, with total buying of $1.1M
- No institutional sellers were identified in the cluster
- Q3 2026 FFO of $0.88 per share slightly missed consensus of $0.89
- Q3 2026 revenue of $271.6M modestly exceeded consensus of $269.1M
- Same-property cash NOI declined 1.5% year-over-year; stabilized portfolio occupancy was 76.9%
Financial Impact
Three asset managers accumulated $1.1M in net new KRC positions during Q3 2026, with total holdings of $3.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All three buyers are small asset managers, not high-conviction activist or value funds
- Low occupancy (76.9%) and declining same-property NOI remain headwinds for the REIT
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-KRC-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $37.27 | awaiting T+60 | — | — |
Oct 22, 2026 4d ago | 8-K | $37.27 | awaiting T+60 | — | — |
Jun 30, 2026 16w ago | Insider Cluster | $39.16 $34.05 | ▼ −13.05% | ▼ −16.01% | — |
May 6, 2026 24w ago | 144 | $34.51 $38.82 | ▲ +12.51% | ▲ +10.39% | — |
Apr 27, 2026 26w ago | 8-K | $34.01 $38.35 | ▲ +12.78% | ▲ +9.06% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $29.64 $34.47 | ▲ +16.32% | ▲ +6.99% | — |
Feb 26, 2026 34w ago | 8-K | $31.93 $34.14 | ▲ +6.94% | ▼ −0.81% | — |
US Market Status
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