RMR Wealth Builders

Position in BX — Blackstone Inc.

CIK 1803848 Montclair, NJ

Position in BX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$3,597,922

+$188,346 QoQ

Shares Held

31,289

+41.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

RMR Wealth Builders holds $8,540,843 across 10 Asset Management names. BX ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	31,289	$3,597,922
2	BLK	BlackRock, Inc.	1,755	$1,687,801
3	MAIN	Main Street Capital CORP	12,712	$673,227
4	NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	65,689	$670,684
5	BPRE	Bluerock Private Real Estate Fund	34,931	$580,203
6	NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	38,176	$469,564
7	APO	Apollo Global Management, Inc.	2,758	$307,296
8	HTGC	Hercules Capital, Inc.	19,561	$288,915

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,597,922	31,289	+41.5%	Shares	Sole	2026-04-22
2025-12-31	$3,409,576	22,120	-1.5%	Shares	Sole	2026-01-29
2025-09-30	$3,837,461	22,461	-3.3%	Shares	Sole	2025-11-05
2025-06-30	$3,473,995	23,225	+16.0%	Shares	Sole	2025-07-08
2025-03-31	$2,798,814	20,023	+9.6%	Shares	Sole	2025-04-16
2024-12-31	$3,150,285	18,271	+84.6%	Shares	Sole	2025-01-14
2024-09-30	$1,515,987	9,900	+3.8%	Shares	Sole	2024-10-21
2024-06-30	$1,180,804	9,538	-15.5%	Shares	Sole	2024-07-23
2024-03-31	$1,482,247	11,283	+5.0%	Shares	Sole	2024-04-15
2023-12-31	$1,406,735	10,745	-12.1%	Shares	Sole	2024-02-06
2023-09-30	$1,310,429	12,231	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$1,135,442	12,213	+0.2%	Shares	Sole	2023-07-21
2023-03-31	$1,070,681	12,189	+4.3%	Shares	Sole	2023-04-11
2022-12-31	$867,132	11,688	+18.7%	Shares	Sole	2023-02-15
2022-09-30	$824,277	9,848	+34.9%	Shares	Sole	2022-11-08
2022-06-30	$665,796	7,298	-16.4%	Shares	Sole	2022-08-02
2022-03-31	$1,107,805	8,727	+153.7%	Shares	Sole	2022-05-13
2021-12-31	$445,101	3,440	-62.9%	Shares	Sole	2022-02-02
2021-09-30	$1,077,424	9,261	+5.7%	Shares	Sole	2021-10-18
2021-06-30	$851,043	8,761	-8.1%	Shares	Sole	2021-08-16
2021-03-31	$710,419	9,532	+13.2%	Shares	Sole	2021-05-13
2020-12-31	$545,765	8,421	-32.7%	Shares	Sole	2021-02-26
2020-09-30	$653,074	12,511	+94.8%	Shares	Sole	2020-11-13
2020-06-30	$363,813	6,421	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.