13F Insight
DOSSIER · 13F-HR · Q1 2026

Divco West Real Estate Services, LLC

$72M in tracked AUM across 4 positions as of Q1 2026.

DW
CIK 0001561877 · last filed Mar 31, 2026
Total AUM
$72M
as of Q1 2026
Holdings
4
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Divco West Real Estate Services, LLC presents a highly concentrated and specialized portfolio that reflects a focused investment mandate. As of the reporting period ending September 30, 2025, the firm’s total 13F assets under management (AUM) stood at approximately $43.14 million. This represents a significant reduction in capital, with the portfolio value decreasing by 54.6% from the previous quarter's $95.11 million.

The portfolio is currently characterized by extreme ...

Key Holdings

The portfolio is entirely composed of Kilroy Realty Corp (KRC), which accounts for 100% of the total value at $43.14 million. The position consists of 1.02 million shares.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BXP
BXP INC
$35M681K49.1%02
KRC
KILROY RLTY CORP
$29M1.0M40.1%03
BDN
BRANDYWINE RLTY TR
$7M2.4M9.2%04
444097406
HUDSON PACIFIC PROPERTIES IN
$1M191K1.6%

Filing history

2026Q1Mar 31
$72M▼ 22.9%
4 positionsView →2025Q4Dec 31
$93M▲ 116.3%
4 positionsView →2025Q3Sep 30
$43M▼ 54.6%
1 positionsView →2025Q2Jun 30
$95M▲ 184.3%
4 positionsLocked2025Q1Mar 31
$33M▼ 69.5%
1 positionsLocked2024Q4Dec 31
$110M▼ 3.8%
4 positionsLocked2024Q3Sep 30
$114M▲ 20.2%
4 positionsLocked2024Q2Jun 30
$95M▼ 8.7%
5 positionsLocked2024Q1Mar 31
$104M▼ 10.7%
5 positionsLocked2023Q4Dec 31
$116M▲ 23.0%
5 positionsLocked2023Q3Sep 30
$95M▲ 5.2%
5 positionsLocked2023Q2Jun 30
$90M▼ 3.7%
6 positionsLocked
Showing 12 of 14