Sign in

Funds · 13F filer · San Francisco, CA

Divco West Real Estate Services, LLC

$94.0M in 4 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return−0.5%S&P 500 +20.9%
3y return+9.3%S&P 500 +68.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2022: $84 against $195 in the S&P 500.2

Divco West Real Estate Services, LLCS&P 500 (SPY)
$64$100$19520222026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
BXPBxp Inc$45.1M48.0%
KRCKilroy Rlty Corp$38.3M40.7%
BDNBrandywine Rlty Tr$7.8M8.2%
HPPHudson Pacific Properties In$2.9M3.1%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
HPPHudson Pacific Properties InDecember 31, 2025+40.3%$2.9M
BXPBxp IncDecember 31, 2022−1.9%$45.1M
KRCKilroy Rlty CorpDecember 31, 2022−3.1%$38.3M
BDNBrandywine Rlty TrDecember 31, 2022−48.5%$7.8M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+30.8%+14.8%
March 31, 2026−22.9%−4.6%
December 31, 2025−12.8%+2.4%
September 30, 2025+13.2%+7.8%
June 30, 2025+1.1%+10.5%
March 31, 2025−14.2%−4.6%
December 31, 2024−3.8%+2.1%
September 30, 2024+24.1%+5.4%
June 30, 2024−8.7%+4.0%
March 31, 2024−10.7%+10.0%
December 31, 2023+23.0%+11.2%
September 30, 2023+5.7%−3.6%
June 30, 2023−3.6%+8.3%
March 31, 2023−19.9%+7.0%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1561877
  2. 2
    Filed August 5, 2026 · accession 0001561877-26-000003