Montag & Associates’s Boston Properties BXP Stock Holding History

Montag & Associates’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	-30	Closed	-$2.25K	–	988
2025 Q3	$2.25K	Buy	+30	New	+$2.12K	﹤0.01%	903

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

Montag & Associates's BXP Position: Q4 2025 in Review

Montag & Associates sold out of Boston Properties (BXP) in Q4 2025, closing a stake of 30 shares — an estimated $2.25K sold.

Montag & Associates first reported a position in BXP in Q3 2025 and held it in 1 quarter. The position peaked at $2.25K in Q3 2025. 618 funds tracked by Wall St. Rank hold BXP as of Q4 2025.

Montag & Associates reported no remaining Boston Properties position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 30 Boston Properties shares in Q4 2025, an estimated $2.25K.
Montag & Associates first reported a position in Boston Properties in Q3 2025 and held it in 1 quarter.
Montag & Associates's Boston Properties position peaked at $2.25K in Q3 2025.
618 funds tracked by Wall St. Rank held Boston Properties as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.