Heritage Trust’s Boston Properties BXP Stock Holding History

Heritage Trust’s Portfolio BXP Stock Details BXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,750	Closed	-$204K	–	298
2025 Q3	$204K	Buy	+2,750	New	+$194K	0.02%	295
2025 Q1	–	Sell	-2,827	Closed	-$210K	–	303
2024 Q4	$210K	Buy	+2,827	New	+$229K	0.02%	290

Other funds holding BXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Trust's BXP Position: Q4 2025 in Review

Heritage Trust sold out of Boston Properties (BXP) in Q4 2025, closing a stake of 2,750 shares — an estimated $204K sold.

Heritage Trust first reported a position in BXP in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 618 funds tracked by Wall St. Rank hold BXP as of Q4 2025.

Heritage Trust reported no remaining Boston Properties position as of Q4 2025 after selling out during the quarter.
Heritage Trust sold 2,750 Boston Properties shares in Q4 2025, an estimated $204K.
Heritage Trust first reported a position in Boston Properties in Q4 2024 and held it in 2 quarters.
Heritage Trust's Boston Properties position peaked at $210K in Q4 2024.
618 funds tracked by Wall St. Rank held Boston Properties as of Q4 2025.

Based on Heritage Trust's 13F filing for Q4 2025, filed 10 Feb 2026.