IBEX WEALTH ADVISORS

Position in BX — Blackstone Inc.

CIK 1686242 BEDMINSTER, NJ

Position in BX

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$5,980,284

-$1,393,311 QoQ

Shares Held

52,007

+8.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 12.298344453631243.ToString("F0")% Shared 0.ToString("F0")% None 87.70165554636876.ToString("F0")%

Financial Services · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $24,472,111 across 16 Asset Management names. BX ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	271,581	$6,596,702
2	BX	Blackstone Inc. This page	52,007	$5,980,284
3	JPC	Nuveen Preferred & Income Opportunities Fund	292,047	$2,202,034
4	NEA	Nuveen AMT-Free Quality Municipal Income Fund	151,497	$1,701,311
5	NAD	Nuveen Quality Municipal Income Fund	127,683	$1,468,354
6	NUV	Nuveen Municipal Value Fund Inc	162,191	$1,458,097
7	BTZ	Blackrock Credit Allocation Income Trust	108,640	$1,097,264
8	BHK	Blackrock Core Bond Trust	93,464	$856,130

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,980,284	52,007	+8.7%	Shares	Sole	2026-04-30
2025-12-31	$7,373,595	47,837	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$8,061,728	47,186	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$6,937,969	46,383	+8.7%	Shares	Sole	2025-08-07
2025-03-31	$5,965,670	42,679	+1.9%	Shares	Sole	2025-04-15
2024-12-31	$7,219,570	41,872	+10.9%	Shares	Sole	2025-01-23
2024-06-30	$4,675,183	37,764	+110970.6%	Shares	Sole	2024-08-06
2023-12-31	$4,451	34	-98.9%	Shares	Sole	2024-01-29
2023-09-30	$338,990	3,164	-84.6%	Shares	Sole	2023-11-07
2022-09-30	$1,714,678	20,486	+4240.3%	Shares	Sole	2022-10-31
2021-09-30	$54,912	472	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.