BXP β€” BOSTON PROPERTIES INC

Ownership history in Vert Asset Management LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Vert Asset Management LLC reported a position in BOSTON PROPERTIES INC (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
2.81% (2022 Q1)
πŸ“Š Avg. % of fund
1.86%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Vert Asset Management LLC Γ— BXP AI Analytics

πŸ“‰ Vert Asset Management LLC underperformed the S&P 500 by –4.2% annually on this BXP position. Timing score: 38% (6/16 decisions correct). Average cost basis: $69.41. Maximum drawdown during holding period: –55.5%.

πŸ“ˆ Position Alpha vs SPY
-4.2%
annualised excess return

⚠️ Trailed SPY by 4.2% ann. on this position.
11 quarters analyzed

⏱️ Timing Score
38%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct

πŸ’° Entry Quality
$69.41
-2.8% vs current ($67.48)

Best entry: $46.38 (2023 Q1)  Β·  Worst: $104.26 (2022 Q1)

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

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
82%
buy-side decisions

14 adds Β· 3 trims. Bought during 8 of 9 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.61% 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 Q4 ADDED 71,644 +3,669 +5.4% 1.61% $4.8M $67.48
2025 Q3 ADDED 67,975 +1,348 +2.0% 1.70% $5.1M $73.59
2025 Q2 REDUCED 66,627 -3,341 -4.8% 1.64% $4.5M $66.17
2025 Q1 ADDED 69,968 +4,058 +6.2% 1.62% $4.7M $64.95
2024 Q4 ADDED 65,910 +4,649 +7.6% 1.68% $4.9M $70.84
2024 Q3 ADDED 61,261 +494 +0.8% 1.70% $4.9M $75.64
2024 Q2 REDUCED 60,767 -999 -1.6% 1.49% $3.7M $57.17
2024 Q1 ADDED 61,766 +2,822 +4.8% 1.70% $4.0M $59.68
2023 Q4 REDUCED 58,944 -2,017 -3.3% 1.78% $4.1M $63.09
2023 Q3 ADDED 60,961 +4,474 +7.9% 1.84% $3.6M $52.75
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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