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Root Financial Partners’s Boston Properties BXP Stock Holding History

Root Financial Partners’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 		$11.9K Buy
229
+187
+445% +$11.3K ﹤0.01% 1593
2025
Q4 		$2.83K Buy
42
+2
+5% +$142 ﹤0.01% 1916
2025
Q3 		$2.97K Buy
+40
New +$2.82K ﹤0.01% 1889

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

Root Financial Partners's BXP Position: Q1 2026 in Review

Root Financial Partners increased its Boston Properties (BXP) stake by 445% in Q1 2026, buying an estimated $11.3K and bringing the position to 229 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Root Financial Partners first reported a position in BXP in Q3 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold BXP as of Q1 2026.

  • Root Financial Partners held 229 shares of Boston Properties worth $11.9K as of Q1 2026.
  • Root Financial Partners bought 187 Boston Properties shares in Q1 2026, an estimated $11.3K.
  • Boston Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1593 holding.
  • Root Financial Partners first reported a position in Boston Properties in Q3 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held Boston Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.