BXP

BXP

BXP

Market Cap: $10.85B

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 22, 2025	Baron Real Estate Fund	3.6%	-3.5%	ABNB, AMH, AMT, AVB, BAM, BN, BXP, CBRE, CHDN, CSGP, EQIX, EQR, EXR, GDS, IRT, JLL, LPX, PLD, SITE, SPG, TOL, WELL, WYNN	Data centers, Homebuilders, real estate, Recovery, REITs, Travel, Valuations	Fund invests across REITs and non-REIT real estate categories with focus on demand exceeding supply dynamics. Manager sees compelling valuations with many properties trading below replacement cost and expects transaction market recovery.		View
2026 Q2	Jul 14, 2026	Chilton Capital Management	-	-	AAPL, BXDC, BXP, GOOGL, MSFT, NVDA, SPCX, TSM, VNQ	AI, Data centers, earnings growth, emerging markets, inflation, Office, REITs, semiconductors		BXDC BXP	View
2025 Q2	Jul 14, 2025	Chilton Capital Management	10.9%	6.2%	AAPL, BXP, DOV, HIW	earnings, fixed income, Global Markets, Rate Cuts, REITs, tariffs, technology	Trump's tariff rollout initially caused market volatility but subsequent de-escalation has been a major driver of recovery. American companies have quickly adapted by shifting supply chains and seeking tariff avoidance strategies. The ultimate impact remains uncertain as negotiations continue.		View
2023 Q2	Jul 12, 2023	Purpose Investment Partners	0.4%	0.9%	AAPL, BDN, BXP, IEP, PDM, WFC	Canada, Commercial real estate, credit, fixed income, high yield, investment grade, value	Corporate credit, both high yield and investment grade-rated, is historically cheap compared with equities based on bond yields and equity earnings yield. High-yield bonds and investment grade corporate credit yields are 30%-40% higher compared with the same period at 9% and 5%, respectively. Credit investing is a form of deep value investing with healthy respect for cash flow, underlying asset value and margin of safety.		View
2024 Q1	Apr 22, 2024	Chilton Capital Management	-	-	AAPL, AMZN, BXP, GOOGL, META, MSFT, NVDA, SPG, TSLA	AI, earnings, interest rates, large cap, REITs, technology	Artificial intelligence is identified as a major secular growth and productivity driver that has boosted expected gains for a broad range of sectors. The AI theme has contributed to persistent upgrades of expected forward earnings growth, particularly in the technology sector.		View
2023 Q1	Apr 13, 2023	Purpose Investment Partners	0.6%	0.6%	AAPL, BDN, BXP, DISH, PDM, WFC	Banking, Canada, credit, distressed, fixed income, high yield, interest rates	Regional U.S. bank failures including Silicon Valley Bank and Signature Bank created credit market volatility. Credit contraction from banking stress may slow the economy similar to higher interest rates. The team views this as creating opportunities in distressed credit situations.	TALEN DISH	View
2025 Q4	Feb 12, 2026	Davis Real Estate Fund	0.0%	-5.7%	AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL	AI, Data centers, Passive flows, Performance, real estate, REITs, valuation	Fund focuses on real estate investment trusts across multiple sectors including senior housing, apartments, office, industrial, and life sciences. Performance was impacted by passive flows favoring larger companies and sector rotation dynamics. The fund maintains overweight positions in apartments and office while being underweight in senior housing. AI demand driving unprecedented data center space requirements with holdings in Digital Realty and Equinix benefiting from recent leasing deals. Risks include power availability constraints, transmission limitations, and potential technology disruption that could reduce data center demand over time.	DLR EQIX PLD ARE WELL	View
2024 Q3	Oct 30, 2024	Gator Capital Management	10.8%	24.3%	AX, BXP, CBNA, COLB, CUZ, FCNCA, HOOD, JXN, PYPL, REAL, UMBF, VNO, WAL	Banking, Deposits, financials, Regional Banks, value	The fund focuses heavily on regional banking with multiple positions including First Citizens Bancshares, UMB Financial, Western Alliance Bancorp, and Columbia Banking System. The manager emphasizes the value of strong deposit franchises following the Regional Bank Crisis in March 2023.	CBNA	View
2024 Q3	Sep 30, 2024	Columbia Dividend Opportunity Fund	9.5%	0.0%	ABBV, BAC, BBY, BX, BXP, CSCO, CVX, F, GS, IBM, JNJ, JPM, K, KO, MMM, MRK, SWK, VST, WFC, XOM	AI, dividends, large cap, rates, Utilities, value	The fund focuses on companies with historically consistent and increasing dividends. The improving interest rate outlook helped fuel robust gains for dividend payers. The manager remains optimistic about dividend stock prospects given steady economic growth and falling interest rates.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 29, 2026	Seeking Alpha	Seeking Alpha	BXP, Inc.	Real Estate	Office REIT	Neutral	New York Stock Exchange	343 Madison, BXP, Inc., Construction Loan, debt levels, dividend yield, Funds From Operations, Leasing Trends, occupancy rates, Office REIT, Real Estate	View Pitch
Jul 17, 2026	Fund Letters	Chilton Capital Management	BXP, Inc.	REIT - Office	Office REITs	Bull	New York Stock Exchange	Class A Office, contrarian, leasing activity, long-term leases, New York City, Office REIT, Real Estate, Trophy Assets, Value	View Pitch

BSD Shareholders of BXP

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
Marc Rowan	Apollo Global Management	$10.6B	$10.3M	0.10%	152,610	+152,610	+100.00%	0.0949%
Sarah Ketterer	Causeway Capital Management LLC	$7.3B	$18.4M	0.25%	272,049	-19,458	-6.67%	0.1692%
Paul Tudor Jones	Tudor Investment Corp	$53.4B	$647,808	0.00%	9,600	-22,800	-70.37%	0.0060%
Cliff Asness	AQR Capital Management	$190.6B	$10.8M	0.01%	160,737	-15,088	-8.58%	0.1000%
Dmitry Balyasny	Balyasny Asset Management	$76.6B	$12.7M	0.02%	188,244	+156,229	+487.99%	0.1171%
Israel Englander	Millennium Management LLC	$233.2B	$1.4M	0.00%	21,433	-5,700	-37.75%	0.0133%
Rich Handler	Jefferies	$19.3B	$8.5M	0.04%	125,861	+125,861	+100.00%	0.0783%
Richard Kayne & John Anderson	Kayne Anderson Rudnick Investment Management	$37.3B	$3,374	0.00%	50	+0	+0.00%	0.0000%
Chris Davis	Davis Selected Advisers	$22.2B	$15.8M	0.07%	233,910	-245,610	-51.22%	0.1455%

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