Capital Square’s Blackstone BX Stock Holding History

Capital Square’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$251K	Sell	2,241 -19	-0.8%	-$2.49K	0.11%	190
2026 Q2	$278K	Sell	2,260 -1,188	-34%	-$143K	0.12%	181
2026 Q1	$419K	Sell	3,448 -40	-1%	-$5.2K	0.19%	114
2025 Q4	$538K	Buy	3,488 +1,115	+47%	+$169K	0.27%	89
2025 Q3	$405K	Sell	2,373 -8	-0.3%	-$1.37K	0.21%	111
2025 Q2	$386K	Buy	2,381 +814	+52%	+$112K	0.21%	118
2025 Q1	$219K	Buy	1,567 +484	+45%	+$78.6K	0.13%	164
2024 Q4	$202K	Buy	+1,083	New	+$189K	0.11%	169

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Capital Square's BX Position: Q3 2026 in Review

Capital Square reduced its Blackstone (BX) stake by 0.84% in Q3 2026, selling an estimated $2.49K and leaving 2,241 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #190.

Capital Square first reported a position in BX in Q4 2024 and has held it in 8 quarters since. The position peaked at $538K in Q4 2025. 784 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Capital Square held 2,241 shares of Blackstone worth $251K as of Q3 2026.
Capital Square sold 19 Blackstone shares in Q3 2026, an estimated $2.49K.
Blackstone made up 0.11% of Capital Square's portfolio in Q3 2026, its #190 holding.
Capital Square first reported a position in Blackstone in Q4 2024 and has held it in 8 quarters since.
Capital Square's Blackstone position peaked at $538K in Q4 2025.
784 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.