Position in BXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,502,120
+$368,780 QoQ
Shares Held
22,653
+3.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#212
of 544 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BXP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $3,714,296 across 5 REIT - Office names. BXP ranks #1 (40.4% of the industry book) .
All Filings in BXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,502,120 | 22,653 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,133,340 | 21,837 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,726,678 | 25,588 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,855,006 | 24,953 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,609,294 | 23,852 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,358,380 | 20,217 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,563,716 | 21,029 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,635,429 | 20,326 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,313,505 | 21,337 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,179,237 | 18,056 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||