Position in BXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,432,644
+$2,966,460 QoQ
Shares Held
81,928
+72.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 544 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
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
$3,000
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 Jun 30, 2026Creative Planning holds $61,292,200 across 17 REIT - Office names. BXP ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
574,773 | $17,231,694 | |
| 2 | KRC |
Kilroy Realty Corp
|
272,535 | $10,211,885 | |
| 3 | HIW |
Highwoods Properties, Inc.
|
279,152 | $8,419,223 | |
| 4 | ARE |
Alexandria Real Estate Equities, Inc.
|
144,134 | $7,617,481 | |
| 5 | VNO |
Vornado Realty Trust
|
168,047 | $6,604,246 | |
| 6 | BXP |
BXP, Inc.
This page
|
81,928 | $5,432,644 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
67,703 | $1,668,201 | |
| 8 | CDP |
Copt Defense Properties
|
25,391 | $923,978 |
All Filings in BXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,432,644 | 81,928 | Shares | Defined | 2026-08-13 | |
| 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 | $3,000 | 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. | ||||||