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Jeppson Wealth Management’s Boston Properties BXP Stock Holding History

Jeppson Wealth Management’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
2026
Q1 		– Sell
-4,621
Closed -$312K – 239
2025
Q4 		$312K Sell
4,621
-40
-0.9% -$2.84K 0.1% 165
2025
Q3 		$346K Hold
4,661
– – 0.11% 163
2025
Q2 		$314K Sell
4,661
-15
-0.3% -$999 0.11% 165
2025
Q1 		$314K Hold
4,676
– – 0.12% 152
2024
Q4 		$348K Sell
4,676
-46
-1% -$3.73K 0.13% 142
2024
Q3 		$380K Sell
4,722
-215
-4% -$15.4K 0.14% 144
2024
Q2 		$304K Sell
4,937
-824
-14% -$50.4K 0.12% 155
2024
Q1 		$376K Buy
+5,761
New +$381K 0.15% 143

Other funds holding BXP

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's BXP Position: Q1 2026 in Review

Jeppson Wealth Management sold out of Boston Properties (BXP) in Q1 2026, closing a stake of 4,621 shares — an estimated $312K sold.

Jeppson Wealth Management first reported a position in BXP in Q1 2024 and held it in 8 quarters. The position peaked at $380K in Q3 2024. 534 funds tracked by Wall St. Rank hold BXP as of Q1 2026.

  • Jeppson Wealth Management reported no remaining Boston Properties position as of Q1 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 4,621 Boston Properties shares in Q1 2026, an estimated $312K.
  • Jeppson Wealth Management first reported a position in Boston Properties in Q1 2024 and held it in 8 quarters.
  • Jeppson Wealth Management's Boston Properties position peaked at $380K in Q3 2024.
  • 534 funds tracked by Wall St. Rank held Boston Properties as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.