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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
Q2 		– Sell
-229
Closed -$11.9K – 838
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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's BXP Position: Q2 2026 in Review

Root Financial Partners sold out of Boston Properties (BXP) in Q2 2026, closing a stake of 229 shares — an estimated $11.9K sold.

Root Financial Partners first reported a position in BXP in Q3 2025 and held it in 3 quarters. The position peaked at $11.9K in Q1 2026. 548 funds tracked by Wall St. Rank hold BXP as of Q2 2026.

  • Root Financial Partners reported no remaining Boston Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 229 Boston Properties shares in Q2 2026, an estimated $11.9K.
  • Root Financial Partners first reported a position in Boston Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Boston Properties position peaked at $11.9K in Q1 2026.
  • 548 funds tracked by Wall St. Rank held Boston Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.