Gerber Kawasaki Wealth & Investment Management
Position in BX — Blackstone Inc.
CIK 1666736
SANTA MONICA, CA
Position in BX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,224,962
-$7,160,126 QoQ
Shares Held
36,742
-50.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
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)
Derivatives in BX
reported options exposure · as of Mar 31, 2021CallValue
$1,490
CallShares
20
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Gerber Kawasaki Wealth & Investment Management holds $6,472,247 across 10 Asset Management names. BX ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
36,742 | $4,224,962 | |
| 2 | NCA |
Nuveen California Municipal Value Fund
|
52,654 | $493,894 | |
| 3 | NBB |
Nuveen Taxable Municipal Income Fund
|
27,492 | $430,524 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
34,925 | $406,876 | |
| 5 | BLK |
BlackRock, Inc.
|
314 | $301,976 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
15,050 | $215,967 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
19,200 | $163,584 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
16,622 | $125,329 |
All Filings in BX
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,224,962 | 36,742 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,385,088 | 73,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,739,259 | 74,564 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,029,879 | 73,739 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,362,869 | 74,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,830,634 | 74,415 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,006,525 | 71,877 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,869,527 | 71,644 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,042,459 | 68,832 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,838,540 | 67,511 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,007,598 | 65,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,170,325 | 66,369 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,507,948 | 85,473 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,068,897 | 95,281 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,205,253 | 133,874 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,932,336 | 130,794 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,957,340 | 117,830 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,396,725 | 95,809 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,686,525 | 57,474 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,261,419 | 23,280 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,490 | 20 | Call | Sole | 2021-05-07 | |
| 2021-03-31 | $1,575,266 | 21,136 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,743,972 | 26,909 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $1,296 | 20 | Call | Sole | 2021-02-09 | |
| 2020-09-30 | $2,022,071 | 38,737 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $1,044 | 20 | Call | Sole | 2020-11-02 | |
| 2020-06-30 | $1,133 | 20 | Call | Sole | 2020-08-10 | |
| 2020-06-30 | $5,029,198 | 88,761 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,776,875 | 104,825 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||