Position in BXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$120,415
+$63,639 QoQ
Shares Held
1,816
+66.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 110 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BXP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,033,778 across 17 REIT - Office names. BXP ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,904 | $259,174 | |
| 2 | VNO |
Vornado Realty Trust
|
3,853 | $151,418 | |
| 3 | BXP |
BXP, Inc.
This page
|
1,816 | $120,415 | |
| 4 | CUZ |
Cousins Properties Inc
|
2,324 | $69,671 | |
| 5 | BDN |
Brandywine Realty Trust
|
21,636 | $68,584 | |
| 6 | HPP |
Hudson Pacific Properties, Inc.
|
3,836 | $58,267 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
1,786 | $53,861 | |
| 8 | CDP |
Copt Defense Properties
|
1,461 | $53,162 |
All Filings in BXP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,415 | 1,816 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,776 | 1,094 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $87,923 | 1,303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $91,881 | 1,236 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $75,563 | 1,120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $57,983 | 863 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,952 | 618 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,020 | 572 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $34,718 | 564 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,132 | 492 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $34,101 | 486 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,738 | 500 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $29,428 | 511 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,347 | 376 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,447 | 125 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,342 | 218 | Shares | Sole | 2022-11-07 | |
| 2021-12-31 | $1,036 | 9 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||