Pathstone Family Office’s Boston Properties BXP Stock Holding History

Pathstone Family Office’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
2023 Q3	$650K	Buy	10,823 +5,388	+99%	+$345K	0.01%	912
2023 Q2	$318K	Sell	5,435 -1,780	-25%	-$92.6K	﹤0.01%	945
2023 Q1	$398K	Buy	+7,215	New	+$471K	0.01%	787
2022 Q3	–	Sell	-5,166	Closed	-$464K	–	1475
2022 Q2	$464K	Buy	5,166 +215	+4%	+$23.8K	0.01%	607
2022 Q1	$643K	Sell	4,951 -2,087	-30%	-$253K	0.02%	454
2021 Q4	$817K	Buy	7,038 +2,146	+44%	+$247K	0.02%	388
2021 Q3	$534K	Buy	4,892 +2,665	+120%	+$305K	0.02%	489
2021 Q2	$258K	Buy	+2,227	New	+$250K	0.01%	692

Other funds holding BXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's BXP Position: Q3 2023 in Review

Pathstone Family Office increased its Boston Properties (BXP) stake by 99% in Q3 2023, buying an estimated $345K and bringing the position to 10,823 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #912.

Pathstone Family Office first reported a position in BXP in Q2 2021 and has held it in 8 quarters since. The position peaked at $817K in Q4 2021. 499 funds tracked by Wall St. Rank hold BXP as of Q3 2023.

Pathstone Family Office held 10,823 shares of Boston Properties worth $650K as of Q3 2023.
Pathstone Family Office bought 5,388 Boston Properties shares in Q3 2023, an estimated $345K.
Boston Properties made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #912 holding.
Pathstone Family Office first reported a position in Boston Properties in Q2 2021 and has held it in 8 quarters since.
Pathstone Family Office's Boston Properties position peaked at $817K in Q4 2021.
499 funds tracked by Wall St. Rank held Boston Properties as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.