Position in BXP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,466,184
-$785,744 QoQ
Shares Held
47,518
-1.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.7943516141251736.ToString("F0")%
Shared 0.ToString("F0")%
None 96.20564838587484.ToString("F0")%
Common Shares in BXP Over Time
Shares Held
Position Value (USD)
Derivatives in BXP
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$50,630
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Office
Real Estate · as of Mar 31, 2026Creative Planning holds $26,188,258 across 14 REIT - Office names. BXP ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
248,527 | $5,609,254 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
118,846 | $5,516,831 | |
| 3 | KRC |
Kilroy Realty Corp
|
129,391 | $3,650,120 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
153,770 | $3,292,215 | |
| 5 | BXP |
BXP, Inc.
This page
|
47,518 | $2,466,184 | |
| 6 | VNO |
Vornado Realty Trust
|
83,580 | $2,172,244 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
65,645 | $1,218,371 | |
| 8 | CDP |
Copt Defense Properties
|
18,711 | $572,556 |
All Filings in BXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,466,184 | 47,518 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,251,928 | 48,191 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,449,099 | 59,848 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,143,008 | 91,048 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,739,683 | 25,892 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,947,487 | 26,190 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,269,052 | 28,201 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,574,083 | 25,570 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,550,132 | 23,735 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,394,207 | 19,869 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,215,711 | 20,439 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,115,517 | 19,370 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $642,998 | 11,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $512,121 | 7,578 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $536,185 | 7,152 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $571,696 | 6,425 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $801,780 | 6,225 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $735,078 | 6,382 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $646,741 | 5,969 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $684,904 | 5,977 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $50,630 | 500 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $682,188 | 6,737 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $586,369 | 6,203 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $498,582 | 6,209 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $523,752 | 5,795 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $543,972 | 5,898 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||