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.
π Vert Asset Management LLC underperformed the S&P 500 by β4.2% annually on this BXP position. Timing score: 38% (6/16 decisions correct). Average cost basis: $69.41. Maximum drawdown during holding period: β55.5%.
β οΈ Trailed SPY by 4.2% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct
Best entry: $46.38 (2023 Q1) Β· Worst: $104.26 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 3 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.61% of portfolio
β 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.
As of 2025 Q4 β sorted by position size