BXP β€” BOSTON PROPERTIES INC COMMON STOCK

Ownership history in FORA Capital, LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in BOSTON PROPERTIES INC COMMON STOCK (BXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.35% (2022 Q3)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
11

Position Intelligence

FORA Capital, LLC Γ— BXP AI Analytics

πŸ“‰ FORA Capital, LLC underperformed the S&P 500 by –40.0% annually on this BXP position. Timing score: 50% (5/10 decisions correct). Average cost basis: $74.93. Maximum drawdown during holding period: –55.5%.

πŸ“ˆ Position Alpha vs SPY
-40.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 40.0% ann.
10 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct

πŸ’° Entry Quality
$74.93
-1.8% vs current ($73.59)

Best entry: $61.63 (2020 Q3)  Β·  Worst: $104.26 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–55.5%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
64%
buy-side decisions

7 adds Β· 4 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.19% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BXP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,199 +2,486 +21.2% 0.19% $1.1M $73.59
2025 Q1 REDUCED 11,713 -968 -7.6% 0.08% $787K $64.95
2023 Q1 REDUCED 12,681 -9,051 -41.6% 0.07% $686K $46.38
2022 Q4 REDUCED 21,732 -2,446 -10.1% 0.24% $1.5M $56.85
2022 Q3 ADDED 24,178 +19,964 +473.8% 0.35% $1.8M $62.14
2022 Q1 ADDED 4,214 +863 +25.8% 0.10% $551K $104.26
2021 Q2 ADDED 3,351 +500 +17.5% 0.07% $384K $90.50
2020 Q4 ADDED 2,851 +1,671 +141.6% 0.04% $270K $73.32
2020 Q3 ADDED 1,180 +959 +433.9% 0.06% $95K $61.63
2020 Q1 REDUCED 221 -8,581 -97.5% 0.00% $20K $69.16
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history
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