13F QoQ Ownership Changes
BXP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 89 new · 209 added · 322 reduced · 86 exited
New Positions(89)
Added To(209)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,889,115 | +1,883,282 | $127.5M | +$127.0M | 32286.7% |
| BlackRock, Inc. | 18,319,074 | +518,046 | $1.24B | -$87.2M | 2.9% |
| CITADEL ADVISORS LLC | 1,937,753 | +544,846 | $130.8M | +$27.2M | 39.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,270,027 | +55,621 | $287.1M | -$25.0M | 1.3% |
| MARSHALL WACE, LLP | 419,142 | +299,070 | $28.3M | +$19.4M | 249.1% |
| CITIGROUP INC | 471,478 | +285,226 | $31.8M | +$18.0M | 153.1% |
| DIMENSIONAL FUND ADVISORS LP | 2,292,578 | +35,654 | $154.7M | -$13.1M | 1.6% |
| Invesco Ltd. | 4,101,236 | +204,258 | $276.8M | -$12.9M | 5.2% |
| JPMORGAN CHASE & CO | 3,423,514 | +485,647 | $231.0M | +$12.6M | 16.5% |
| Russell Investments Group, Ltd. | 903,734 | +240,289 | $61.4M | +$12.0M | 36.2% |
| MIZUHO MARKETS AMERICAS LLC | 187,415 | +162,315 | $12.6M | +$10.8M | 646.7% |
| BANK OF AMERICA CORP /DE/ | 2,445,194 | +97,545 | $165.0M | -$9.5M | 4.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,429,446 | +98,124 | $163.9M | -$9.4M | 4.2% |
| WELLS FARGO & COMPANY/MN | 409,825 | +135,359 | $27.7M | +$7.3M | 49.3% |
| Legal & General Group Plc | 1,548,220 | +47,774 | $104.5M | -$7.1M | 3.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 344,126 | +106,327 | $23.4M | +$5.8M | 44.7% |
| FRANKLIN RESOURCES INC | 956,847 | +14,121 | $64.6M | -$5.5M | 1.5% |
| IFM Investors Pty Ltd | 57,129 | +2,435 | $3.9K | -$4.1M | 4.5% |
| Pacific Heights Asset Management LLC | 250,000 | +75,000 | $16.9M | +$3.9M | 42.9% |
| Fisher Asset Management, LLC | 327,262 | +76,946 | $22.1M | +$3.5M | 30.7% |
| Amundi | 610,251 | +21,541 | $41.2M | -$2.7M | 3.6% |
| Greenland Capital Management LP | 97,986 | +44,929 | $6.6M | +$2.7M | 84.7% |
| State of Tennessee, Department of Treasury | 591,091 | +42,827 | $38.2M | -$2.5M | 7.8% |
| Quantinno Capital Management LP | 154,340 | +48,118 | $10.4M | +$2.5M | 45.3% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 879,131 | +50,182 | $59.3M | -$2.3M | 6.0% |
| BNP PARIBAS FINANCIAL MARKETS | 341,657 | +10,585 | $23.1M | -$2.3M | 3.2% |
| FIRST MANHATTAN CO. LLC. | 311,319 | +727 | $21.2M | -$2.1M | 0.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 440,012 | +66,094 | $29.7M | +$1.9M | 17.7% |
| MILLENNIUM MANAGEMENT LLC | 62,133 | +29,933 | $4.2M | +$1.8M | 93.0% |
| ALLSTATE CORP | 31,812 | +26,441 | $2.1M | +$1.7M | 492.3% |
| UniSuper Management Pty Ltd | 105,989 | +32,017 | $7.2M | +$1.7M | 43.3% |
| WHITTIER TRUST CO | 301,875 | +8,561 | $20.6M | -$1.6M | 2.9% |
| NATIONAL BANK OF CANADA /FI/ | 63,947 | +26,344 | $4.3M | +$1.5M | 70.0% |
| Squarepoint Ops LLC | 94,849 | +28,818 | $6.4M | +$1.5M | 43.6% |
| NAN FUNG TRINITY (HK) LTD | 121,924 | +30,700 | $8.2M | +$1.4M | 33.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 273,237 | +7,995 | $18.4M | -$1.3M | 3.0% |
| Skandinaviska Enskilda Banken AB (publ) | 89,629 | +25,060 | $6.0M | +$1.2M | 38.8% |
| Merit Financial Group, LLC | 24,364 | +15,783 | $1.6M | +$1.0M | 183.9% |
| SEI INVESTMENTS CO | 1,964,844 | +167,896 | $132.6M | -$997.9K | 9.3% |
| Allianz Asset Management GmbH | 150,749 | +889 | $10.2M | -$968.0K | 0.6% |
| CIBC Asset Management Inc | 35,013 | +16,207 | $2.4M | +$964.6K | 86.2% |
| VICTORY CAPITAL MANAGEMENT INC | 111,343 | +22,874 | $7.5M | +$936.6K | 25.9% |
| WHITTIER TRUST CO OF NEVADA INC | 141,373 | +1,739 | $9.6M | -$930.2K | 1.2% |
| ZACKS INVESTMENT MANAGEMENT | 153,501 | +1,879 | $10.4M | -$913.4K | 1.2% |
| Robeco Institutional Asset Management B.V. | 214,612 | +8,081 | $14.5M | -$871.5K | 3.9% |
| M&T Bank Corp | 32,036 | +14,607 | $2.2M | +$867.5K | 83.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 118,362 | +21 | $8.0M | -$810.4K | 0.0% |
| BANK OF MONTREAL /CAN/ | 162,604 | +5,013 | $11.0M | -$742.8K | 3.2% |
| Swedbank AB | 146,740 | +4,942 | $9.9M | -$639.3K | 3.5% |
| Uniplan Investment Counsel, Inc. | 213,585 | +27,910 | $14.4M | +$609.6K | 15.0% |
| National Pension Service | 16,621 | +9,510 | $1.1M | +$593.0K | 133.7% |
| FMR LLC | 86,808 | +798 | $5.9M | -$536.2K | 0.9% |
| Aberdeen Group plc | 119,596 | +2,554 | $8.1M | -$534.0K | 2.2% |
| Pictet Asset Management Holding SA | 90,129 | +1,107 | $6.1M | -$529.0K | 1.2% |
| Stamos Capital Partners, L.P. | 19,509 | +8,678 | $1.3M | +$511.3K | 80.1% |
| Focus Partners Wealth | 79,408 | +1,063 | $5.4M | -$465.4K | 1.4% |
| Mitsubishi UFJ Trust & Banking Corp | 61,547 | +32 | $4.2M | -$419.8K | 0.1% |
| Altrius Capital Management Inc | 74,780 | +1,301 | $5.0M | -$416.3K | 1.8% |
| AVIVA PLC | 144,738 | +8,148 | $9.8M | -$387.2K | 6.0% |
| DANSKE BANK A/S | 130,812 | +6,900 | $8.8M | -$384.4K | 5.6% |
| NEOS Investment Management LLC | 36,500 | +8,539 | $2.5M | +$384.4K | 30.5% |
| Bragg Financial Advisors, Inc | 75,553 | +1,962 | $5.1M | -$372.4K | 2.7% |
| BANK OF NOVA SCOTIA | 17,418 | +5,881 | $1.2M | +$317.8K | 51.0% |
| GROUP ONE TRADING LLC | 4,841 | +4,700 | $326.7K | +$316.2K | 3333.3% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 18,329 | +5,281 | $1.2M | +$305.7K | 40.5% |
| Metis Global Partners, LLC | 62,052 | +1,672 | $4.2M | -$301.4K | 2.8% |
| Baird Financial Group, Inc. | 54,419 | +1,068 | $3.7M | -$293.9K | 2.0% |
| Quent Capital, LLC | 4,912 | +4,324 | $331.5K | +$287.8K | 735.4% |
| CHILTON CAPITAL MANAGEMENT LLC | 113,383 | +7,286 | $7.7M | -$256.2K | 6.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 41,297 | +630 | $2.8M | -$236.5K | 1.5% |
| COHEN & STEERS, INC. | 15,382,890 | +4,503,738 | $1.0M | +$229.3K | 41.4% |
| Korea Investment CORP | 100,107 | +6,213 | $6.8M | -$224.9K | 6.6% |
| Global Retirement Partners, LLC | 4,071 | +3,390 | $274.7K | +$224.1K | 497.8% |
| Vert Asset Management LLC | 71,644 | +3,669 | $4.8M | -$218.7K | 5.4% |
| Rakuten Investment Management, Inc. | 19,518 | +6,470 | $1.3M | -$213.7K | 49.6% |
| Assenagon Asset Management S.A. | 6,684 | +3,486 | $451.0K | +$213.3K | 109.0% |
| BROWN BROTHERS HARRIMAN & CO | 35,045 | +392 | $2.4M | -$211.3K | 1.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 37,891 | +6,169 | $2.6M | +$198.7K | 19.4% |
| MUFG Securities EMEA plc | 6,045 | +3,226 | $407.9K | +$198.4K | 114.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26,647 | +5,030 | $1.8M | +$191.1K | 23.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 36,138 | +783 | $2.4M | -$189.7K | 2.2% |
| Federation des caisses Desjardins du Quebec | 24,744 | +4,684 | $1.7M | +$178.5K | 23.3% |
| B. Metzler seel. Sohn & Co. AG | 12,847 | +3,562 | $866.9K | +$176.7K | 38.4% |
| Hilltop Holdings Inc. | 6,763 | +2,965 | $456.3K | +$173.9K | 78.1% |
| Investment Management Corp of Ontario | 10,264 | +3,183 | $692.6K | +$166.2K | 45.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 30,388 | +405 | $2.1M | -$163.2K | 1.4% |
| Vanguard Personalized Indexing Management, LLC | 29,451 | +532 | $2.0M | -$162.5K | 1.8% |
| SUMMIT SECURITIES GROUP LLC | 3,419 | +2,481 | $230.7K | +$161.0K | 264.5% |
| Czech National Bank | 38,889 | +1,481 | $2.6M | -$156.7K | 4.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 53,014 | +2,870 | $3.6M | -$150.3K | 5.7% |
| GeoWealth Management, LLC | 25,588 | +635 | $1.7M | -$128.3K | 2.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 198,019 | +19,999 | $13.4M | +$128.3K | 11.2% |
| AlphaQuest LLC | 7,567 | +2,364 | $510.6K | +$123.8K | 45.4% |
| NewEdge Wealth, LLC | 6,608 | +1,723 | $445.9K | +$107.1K | 35.3% |
| CHOREO, LLC | 19,397 | +99 | $1.3M | -$105.2K | 0.5% |
| &PARTNERS | 10,934 | +2,390 | $736.4K | +$102.6K | 28.0% |
| Ethic Inc. | 26,137 | +3,681 | $1.8M | +$94.3K | 16.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 20,152 | +751 | $1.4M | -$82.4K | 3.9% |
| Ballentine Partners, LLC | 10,991 | +2,076 | $741.7K | +$78.9K | 23.3% |
| Cambria Investment Management, L.P. | 8,406 | +1,140 | $567.2K | +$77.0K | 15.7% |
| Norinchukin Bank, The | 15,505 | +407 | $1.0M | -$76.1K | 2.7% |
| Dakota Wealth Management | 11,247 | +42 | $758.9K | -$74.0K | 0.4% |
| Midwest Professional Planners, LTD. | 11,349 | +113 | $765.8K | -$69.4K | 1.0% |
| Brooklyn Investment Group | 4,739 | +1,273 | $327.0K | +$69.3K | 36.7% |
| ProShare Advisors LLC | 33,737 | +2,187 | $2.3M | -$68.9K | 6.9% |
| MML INVESTORS SERVICES, LLC | 31,901 | +2,040 | $2.2M | -$67.2K | 6.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 450,591 | +38,639 | $30.6M | -$65.4K | 9.4% |
| Farther Finance Advisors, LLC | 3,637 | +1,166 | $245.4K | +$61.7K | 47.2% |
| Foundations Investment Advisors, LLC | 6,184 | +1,396 | $417.3K | +$61.3K | 29.1% |
| XPONANCE, INC. | 22,528 | +1,258 | $1.5M | -$61.0K | 5.9% |
| JANUS HENDERSON GROUP PLC | 12,018 | +294 | $811.0K | -$60.6K | 2.5% |
| Atria Investments, Inc | 11,104 | +227 | $749.3K | -$59.3K | 2.1% |
| Daiwa Securities Group Inc. | 3,065,995 | +1,053,938 | $206.9K | +$57.3K | 52.4% |
| GSI Capital Advisors LLC | 56,101 | +4,460 | $3.8M | -$53.3K | 8.6% |
| TWO SIGMA SECURITIES, LLC | 14,503 | +2,016 | $978.7K | +$50.4K | 16.1% |
| Canada Post Corp Registered Pension Plan | 1,212 | +780 | $81.8K | +$49.2K | 180.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,458 | +150 | $570.7K | -$46.9K | 1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,040 | +75 | $615.6K | -$45.7K | 0.8% |
| Corient Private Wealth LLC | 41,223 | +7,511 | $2.5M | +$42.4K | 22.3% |
| O'ROURKE & COMPANY, Inc | 6,166 | +19 | $416.1K | -$40.9K | 0.3% |
| Minot DeBlois Advisors LLC | 7,902 | +196 | $533.2K | -$39.6K | 2.5% |
| CAPTRUST FINANCIAL ADVISORS | 8,286 | +235 | $559.1K | -$39.4K | 2.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,253 | +248 | $557.0K | -$38.1K | 3.1% |
| SIGNATUREFD, LLC | 7,383 | +179 | $498.2K | -$37.3K | 2.5% |
| BENJAMIN EDWARDS INC | 6,675 | +131 | $450.5K | -$36.1K | 2.0% |
| HB Wealth Management, LLC | 7,165 | +1,128 | $483.5K | +$34.7K | 18.7% |
| Generali Asset Management SPA SGR | 4,794 | +4 | $323.5K | -$32.6K | 0.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,709 | +14 | $317.8K | -$31.3K | 0.3% |
| DoubleLine ETF Adviser LP | 9,531 | +475 | $643.2K | -$30.1K | 5.2% |
| Equitable Holdings, Inc. | 4,275 | +764 | $288.5K | +$27.5K | 21.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 51,007 | +4,344 | $3.4M | -$27.0K | 9.3% |
| Independent Advisor Alliance | 3,737 | +1 | $252.2K | -$25.6K | 0.0% |
| Private Advisor Group, LLC | 6,181 | +228 | $417.1K | -$25.4K | 3.8% |
| TRUIST FINANCIAL CORP | 14,164 | +970 | $955.8K | -$25.0K | 7.3% |
| Princeton Global Asset Management LLC | 397 | +357 | $26.8K | +$23.8K | 892.5% |
| Navalign, LLC | 13,056 | +919 | $881.1K | -$21.2K | 7.6% |
| Ancora Advisors LLC | 323 | +307 | $21.8K | +$20.6K | 1918.8% |
| GAMMA Investing LLC | 6,284 | +327 | $424.0K | -$18.8K | 5.5% |
| LBP AM SA | 112,421 | +10,126 | $7.6M | -$18.4K | 9.9% |
| Inspire Investing, LLC | 4,761 | +682 | $321.3K | +$18.0K | 16.7% |
| BROWN ADVISORY INC | 8,110 | +989 | $547.3K | +$17.9K | 13.9% |
| Tidal Investments LLC | 3,442 | +85 | $232.3K | -$17.3K | 2.5% |
| Meeder Advisory Services, Inc. | 3,111 | +62 | $209.9K | -$16.7K | 2.0% |
| Clearstead Advisors, LLC | 513 | +268 | $34.6K | +$16.4K | 109.4% |
| Palogic Value Management, L.P. | 12,379 | +925 | $835.3K | -$16.2K | 8.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23,137 | +1,925 | $1.6M | -$15.6K | 9.1% |
| Empowered Funds, LLC | 7,099 | +451 | $479.0K | -$15.2K | 6.8% |
| Arkadios Wealth Advisors | 3,157 | +91 | $213.0K | -$14.9K | 3.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 349,631 | +231,993 | $23.6K | +$14.9K | 197.2% |
| MAI Capital Management | 5,682 | +326 | $383.4K | -$14.7K | 6.1% |
| MACKENZIE FINANCIAL CORP | 5,869 | +217 | $405.7K | -$14.4K | 3.8% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 3,691 | +162 | $249.1K | -$13.3K | 4.6% |
| Sage Mountain Advisors LLC | 3,722 | +171 | $251.2K | -$12.8K | 4.8% |
| Prestige Wealth Management Group LLC | 204 | +170 | $14.7K | +$12.1K | 500.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,050 | +35 | $139.8K | -$11.4K | 1.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,578 | +183 | $241.4K | -$10.9K | 5.4% |
| Crossmark Global Holdings, Inc. | 5,836 | +399 | $393.8K | -$10.4K | 7.3% |
| State of Wyoming | 617 | +193 | $41.6K | +$10.1K | 45.5% |
| SYNTAX RESEARCH, INC. | 1,505 | +14 | $101.6K | -$9.2K | 0.9% |
| Compound Planning, Inc. | 3,978 | +253 | $268.4K | -$8.5K | 6.8% |
| Apollon Wealth Management, LLC | 3,544 | +214 | $239.1K | -$8.4K | 6.4% |
| HUNTINGTON NATIONAL BANK | 1,381 | +17 | $93.2K | -$8.2K | 1.2% |
| Boothe Investment Group, Inc. | 28,888 | +2,575 | $1.9M | -$6.7K | 9.8% |
| Sound Income Strategies, LLC | 143 | +83 | $9.7K | +$5.4K | 138.3% |
| Sequoia Financial Advisors, LLC | 3,892 | +290 | $262.6K | -$5.1K | 8.1% |
| Blackhawk Capital Partners LLC. | 4,981 | +522 | $336.1K | +$4.6K | 11.7% |
| EverSource Wealth Advisors, LLC | 1,303 | +67 | $87.9K | -$4.0K | 5.4% |
| Beacon Pointe Advisors, LLC | 6,116 | +518 | $412.7K | -$3.5K | 9.3% |
| TD PRIVATE CLIENT WEALTH LLC | 771 | +29 | $52.0K | -$3.1K | 3.9% |
| ROMAN BUTLER FULLERTON & CO | 4,246 | +255 | $277.7K | -$3.1K | 6.4% |
| BESSEMER GROUP INC | 48,609 | +44,055 | $3.3K | +$2.9K | 967.4% |
| Versant Capital Management, Inc | 162 | +49 | $10.9K | +$2.5K | 43.4% |
| SG Americas Securities, LLC | 43,708 | +36,944 | $2.9K | +$2.4K | 546.2% |
| Parkside Financial Bank & Trust | 711 | +34 | $48.0K | -$2.4K | 5.0% |
| Larson Financial Group LLC | 132 | +42 | $8.9K | +$2.3K | 46.7% |
| Avalon Trust Co | 508 | +18 | $34.3K | -$2.1K | 3.7% |
| Capula Management Ltd | 7,334 | +704 | $494.9K | +$2.0K | 10.6% |
| REXFORD CAPITAL INC | 1,876 | +200 | $126.6K | +$2.0K | 11.9% |
| First Pacific Financial | 304 | +3 | $20.5K | -$1.9K | 1.0% |
| HARBOUR INVESTMENTS, INC. | 559 | +29 | $37.7K | -$1.7K | 5.5% |
| MIZUHO SECURITIES USA LLC | 10,731 | +3 | $776.5K | -$1.7K | 0.0% |
| Cullen/Frost Bankers, Inc. | 201 | +39 | $13.6K | +$1.5K | 24.1% |
| REAP Financial Group, LLC | 593 | +74 | $40.0K | +$1.4K | 14.3% |
| NATIXIS ADVISORS, LLC | 263,852 | +6,175 | $17.8K | -$1.4K | 2.4% |
| CENTRAL TRUST Co | 272 | +7 | $18.4K | -$1.3K | 2.6% |
| Mirae Asset Global Investments Co., Ltd. | 34,293 | +3,182 | $2.3M | +$1.3K | 10.2% |
| Raleigh Capital Management Inc. | 326 | +13 | $22.0K | -$1.2K | 4.2% |
| Lido Advisors, LLC | 3,538 | +37 | $261.4K | -$1.2K | 1.1% |
| Smartleaf Asset Management LLC | 2,748 | +235 | $190.4K | +$950 | 9.3% |
| PRIVATE TRUST CO NA | 154 | +2 | $10.4K | -$908 | 1.3% |
| CYBER HORNET ETFs LLC | 419 | +27 | $28.3K | -$867 | 6.9% |
| Itau Unibanco Holding S.A. | 174 | +5 | $11.7K | -$821 | 3.0% |
| Transamerica Financial Advisors, LLC | 160 | +25 | $10.9K | +$779 | 18.5% |
| NBC SECURITIES, INC. | 116 | +1 | $7.9K | -$676 | 0.9% |
| Dunhill Financial, LLC | 22 | +10 | $1.5K | +$581 | 83.3% |
| CoreCap Advisors, LLC | 165 | +22 | $11.1K | +$503 | 15.4% |
| Physician Wealth Advisors, Inc. | 14 | +8 | $945 | +$498 | 133.3% |
| MassMutual Private Wealth & Trust, FSB | 752 | +65 | $50.7K | -$327 | 9.5% |
| Summit Trail Advisors, LLC | 12,528 | +1,107 | $854.2K | -$302 | 9.7% |
| VAN ECK ASSOCIATES CORP | 87,082 | +4,133 | $5.9K | -$291 | 5.0% |
| AMALGAMATED BANK | 28,511 | +12 | $1.9K | -$195 | 0.0% |
| Root Financial Partners, LLC | 42 | +2 | $2.8K | -$140 | 5.0% |
| Westfuller Advisors, LLC | 34 | +4 | $2.3K | +$87 | 13.3% |
| CWM, LLC | 13,096 | +131 | $884 | -$80 | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 25,159 | +3,354 | $1.7K | +$77 | 15.4% |
| Quaker Wealth Management, LLC | 5 | +1 | $338 | +$40 | 25.0% |
| CX Institutional | 2,936 | +430 | $198 | +$12 | 17.1% |
| PEAPACK GLADSTONE FINANCIAL CORP | 3,191 | +322 | $215 | +$2 | 11.2% |
| Avion Wealth | 21 | +7 | $1 | $0 | 50.0% |