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Summit Trail Advisors’s Boston Properties BXP Stock Holding History

Summit Trail Advisors’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 		$847K Buy
16,327
+3,799
+30% +$229K 0.01% 993
2025
Q4 		$854K Buy
12,528
+1,107
+10% +$78.7K 0.01% 899
2025
Q3 		$854K Buy
+11,421
New +$806K 0.01% 909
2018
Q1 		– Sell
-1,625
Closed -$201K – 606
2017
Q4 		$201K Buy
+1,625
New +$204K 0.03% 422

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

Summit Trail Advisors's BXP Position: Q1 2026 in Review

Summit Trail Advisors increased its Boston Properties (BXP) stake by 30% in Q1 2026, buying an estimated $229K and bringing the position to 16,327 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #993.

Summit Trail Advisors first reported a position in BXP in Q4 2017 and has held it in 4 quarters since. The position peaked at $854K in Q3 2025. 534 funds tracked by Wall St. Rank hold BXP as of Q1 2026.

  • Summit Trail Advisors held 16,327 shares of Boston Properties worth $847K as of Q1 2026.
  • Summit Trail Advisors bought 3,799 Boston Properties shares in Q1 2026, an estimated $229K.
  • Boston Properties made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #993 holding.
  • Summit Trail Advisors first reported a position in Boston Properties in Q4 2017 and has held it in 4 quarters since.
  • Summit Trail Advisors's Boston Properties position peaked at $854K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Boston Properties as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.