DW
Divco West Real Estate Services, LLC
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$71.9M
Reporting period: 2026-03-31 · Number of holdings: 4
Divco West Real Estate Services, LLC disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $71.9M and a quarterly turnover rate of 25.9%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 25.92
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 8
- Sizing Uniformity
- 90.74
Recent moves
Add BDN
0.0% -$513.6K
Trim KRC
0.0% -$9.4M
Trim HPP
0.0% -$941.2K
Trim BXP
0.0% -$10.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BXP | Bxp INC | Stock-Real Estate | 49.14% | -0.09% | — | |
| 2 | KRC | Kilroy Realty CORP | Stock-Real Estate | 40.07% | -0.83% | — | |
| 3 | BDN | Brandywine Realty Trust | Stock-Other | 9.22% | +1.57% | — | |
| 4 | HPP | Hudson Pacific Properties In | Stock-Other | 1.57% | -0.65% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 4 | $71.9M | 26 | |
| 2025-12-31 | 4 | $93.3M | 18 | |
| 2025-09-30 | 4 | $107.6M | 15 | |
| 2025-06-30 | 4 | $95.1M | 0 | |
| 2025-03-31 | 4 | $94.0M | 0 | |
| 2024-12-31 | 4 | $109.7M | 0 | |
| 2024-09-30 | 4 | $114.0M | 0 | |
| 2024-06-30 | 5 | $94.8M | 0 | |
| 2024-03-31 | 5 | $103.9M | 0 | |
| 2023-12-31 | 5 | $116.3M | 0 | |
| 2023-09-30 | 5 | $94.6M | 0 | |
| 2023-06-30 | 6 | $89.9M | 0 | |
| 2023-03-31 | 6 | $93.3M | 0 | |
| 2022-12-31 | 6 | $116.5M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BDN | Brandywine Realty Trust | +1.6% | — | Unchanged |
| 2 | BXP | Bxp INC | -0.1% | — | Unchanged |
| 3 | HPP | Hudson Pacific Properties In | -0.7% | — | Unchanged |
| 4 | KRC | Kilroy Realty CORP | -0.8% | — | Unchanged |
FAQ
What is Divco West Real Estate Services, LLC and what type of investor is it?
Divco West Real Estate Services, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $71.9M, spread across 4 disclosed positions.
What are Divco West Real Estate Services, LLC's largest equity positions?
Based on the latest 13F filing, Divco West Real Estate Services, LLC's top holdings by market value are:
1. Bxp INC (BXP) — $35.3M (49.1%)
2. Kilroy Realty CORP (KRC) — $28.8M (40.1%)
3. Brandywine Realty Trust (BDN) — $6.6M (9.2%)
4. Hudson Pacific Properties In (HPP) — $1.1M (1.6%)
What changes did Divco West Real Estate Services, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Divco West Real Estate Services, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Divco West Real Estate Services, LLC focus on?
Divco West Real Estate Services, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Real Estate: 100.0%