Position in BXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,428
+$4,170 QoQ
Shares Held
293
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 544 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $25,251 across 9 REIT - Office names. BXP ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
This page
|
293 | $19,428 | |
| 2 | KRC |
Kilroy Realty Corp
|
46 | $1,723 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
25 | $1,321 | |
| 4 | VNO |
Vornado Realty Trust
|
31 | $1,218 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
18 | $542 | |
| 6 | CUZ |
Cousins Properties Inc
|
16 | $479 | |
| 7 | NLOP |
Net Lease Office Properties
|
28 | $311 | |
| 8 | CMCT |
Creative Media & Community Trust Corp
|
68 | $221 |
All Filings in BXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,428 | 293 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,258 | 294 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,870 | 250 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||