Position in BX
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$1,608,595
+$200,218 QoQ
Shares Held
13,989
+53.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Arete Wealth Advisors, LLC holds $38,937,076 across 20 Asset Management names. BX ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYG |
Tortoise Energy Infrastructure Corp
|
137,010 | $6,829,948 | |
| 2 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
533,912 | $6,732,630 | |
| 3 | RIV |
Rivernorth Opportunities Fund, Inc.
|
437,265 | $4,853,641 | |
| 4 | BGY |
BlackRock Enhanced International Dividend Trust
|
657,981 | $3,559,677 | |
| 5 | AVK |
Advent Convertible & Income Fund
|
317,688 | $3,545,398 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
194,153 | $3,224,881 | |
| 7 | FSK |
FS KKR Capital Corp
|
210,649 | $2,144,406 | |
| 8 | BX |
Blackstone Inc.
This page
|
13,989 | $1,608,595 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,608,595 | 13,989 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,408,377 | 9,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,100,942 | 12,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,920,756 | 12,841 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,381,166 | 9,881 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,655,749 | 9,603 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,395,320 | 9,112 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,674,395 | 13,525 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,577,479 | 19,620 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,631,622 | 20,101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,168,942 | 20,244 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,941,306 | 20,881 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,492,401 | 16,990 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $1,295,950 | 17,468 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,466,089 | 17,516 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $910,840 | 9,984 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,534,323 | 12,087 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,801,367 | 13,922 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,446,687 | 12,435 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,452,631 | 14,954 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,114,298 | 14,951 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $929,893 | 14,348 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $726,885 | 13,925 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $873,017 | 15,408 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $589,174 | 12,929 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||