Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,108,134
+$1,019,111 QoQ
Shares Held
26,414
+45.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#643
of 2,112 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. BX ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,463 | $5,253,002 | |
| 2 | BX |
Blackstone Inc.
This page
|
26,414 | $3,108,134 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
161,762 | $3,052,448 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
143,212 | $1,863,188 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,814 | $1,492,022 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
81,936 | $1,368,330 | |
| 7 | ARCC |
Ares Capital Corp
|
73,575 | $1,363,344 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,531 | $966,535 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108,134 | 26,414 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,089,023 | 18,167 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,310,618 | 21,478 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,110,651 | 24,060 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,235,173 | 14,943 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,045,959 | 14,637 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,479,054 | 14,378 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,230,185 | 14,564 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,811,070 | 14,629 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,953,734 | 14,872 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,301,573 | 17,580 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,599,707 | 14,931 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,197,453 | 12,880 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,186,894 | 13,512 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $951,189 | 12,821 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,818,932 | 33,679 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,089,868 | 33,869 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,872,972 | 38,388 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,298,225 | 17,762 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,364,331 | 14,045 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $834,139 | 11,192 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $596,835 | 9,209 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $521,634 | 9,993 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $597,989 | 10,554 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $453,558 | 9,953 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||