블랙스톤 주식회사
US ˙ NYSE ˙ US09260D1072

SecurityBX / Blackstone Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership31,289 shares
Latest Disclosed Value $ 3,597,865
RMR Wealth Builders reports 41.45% increase in ownership of BX / Blackstone Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 31,289 shares of Blackstone Inc. (US:BX) valued at $3,597,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 22,120 shares of Blackstone Inc.. This represents a change in shares of 41.45% during the quarter. The current value of the position is $3,709,311 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F BLACKSTONE COM 09260D107 31,289 9,169 41.45 3,598 5.51 0.2833
2026-01-29 2025-12-31 13F BLACKSTONE COM 09260D107 22,120 -341 -1.52 3,410 -11.15 0.2728
2025-11-05 2025-09-30 13F BLACKSTONE COM 09260D107 22,461 -764 -3.29 3,837 10.45 0.3212
2025-07-08 2025-06-30 13F BLACKSTONE COM 09260D107 23,225 3,202 15.99 3,474 24.16 0.3158
2025-04-16 2025-03-31 13F BLACKSTONE COM 09260D107 20,023 1,752 9.59 2,799 -11.17 0.2946
2025-01-14 2024-12-31 13F/A-1 BLACKSTONE COM 09260D107 18,271 8,371 84.56 3,150 107.92 0.3256
2025-01-10 2024-12-31 13F BLACKSTONE COM 09260D107 18,271 8,371 3,150 0.3276
2024-10-21 2024-09-30 13F BLACKSTONE COM 09260D107 9,900 362 3.80 1,516 28.39 0.1606
2024-07-23 2024-06-30 13F BLACKSTONE COM 09260D107 9,538 -1,745 -15.47 1,181 -20.38 0.1355
2024-04-15 2024-03-31 13F BLACKSTONE COM 09260D107 11,283 538 5.01 1,482 5.41 0.1792
2024-02-06 2023-12-31 13F BLACKSTONE COM 09260D107 10,745 -1,486 -12.15 1,407 7.33 0.1976
2023-10-23 2023-09-30 13F BLACKSTONE COM 09260D107 12,231 18 0.15 1,310 15.42 0.2093
2023-07-21 2023-06-30 13F BLACKSTONE COM 09260D107 12,213 24 0.20 1,135 6.07 0.1931
2023-04-11 2023-03-31 13F BLACKSTONE COM 09260D107 12,189 501 4.29 1,071 23.41 0.2036
2023-02-15 2022-12-31 13F/A-1 BLACKSTONE COM 09260D107 11,688 1,840 18.68 867 5.22 0.1966
2023-02-02 2022-12-31 13F BLACKSTONE COM 09260D107 11,688 1,840 1 0.2337
2022-11-08 2022-09-30 13F BLACKSTONE COM 09260D107 9,848 2,550 34.94 824 23.72 0.2016
2022-08-02 2022-06-30 13F BLACKSTONE COM 09260D107 7,298 -1,429 -16.37 666 -39.89 0.1660
2022-05-13 2022-03-31 13F BLACKSTONE COM 09260D107 8,727 5,287 153.69 1,108 148.99 0.2376
2022-02-02 2021-12-31 13F BLACKSTONE COM 09260D107 3,440 -5,821 -62.85 445 -58.68 0.1278
2021-10-18 2021-09-30 13F BLACKSTONE COM 09260D107 9,261 500 5.71 1,077 26.56 0.3162
2021-08-16 2021-06-30 13F BLACKSTONE GROUP INC COM Common Stock 09260D107 8,761 -771 -8.09 851 19.86 0.2790
2021-05-13 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 9,532 1,111 13.19 710 30.04 0.1845
2021-02-26 2020-12-31 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 8,421 -4,090 -32.69 546 -16.39 0.2682
2021-02-09 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 5,487 -7,024 546 298,888.2016
2020-11-13 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 12,511 6,090 94.85 653 79.40 0.1695
2020-08-19 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 6,421 5,547 634.67 364 642.86 0.3245
2020-03-03 2019-12-31 13F BLACKSTONE GROUP INC COM CL A COM CL A 09260D107 874 874 49 0.0472
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.