Grassi Investment Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17M Sell
113,750
-698
-0.6% -$95.9K 1.35% 15
2025
Q1
$16M Sell
114,448
-173
-0.2% -$28.1K 1.48% 15
2024
Q4
$19.8M Sell
114,621
-3,549
-3% -$618K 1.69% 11
2024
Q3
$18.1M Sell
118,170
-1,498
-1% -$208K 1.56% 13
2024
Q2
$14.8M Sell
119,668
-348
-0.3% -$42.8K 1.31% 15
2024
Q1
$15.8M Sell
120,016
-198
-0.2% -$24.7K 1.43% 15
2023
Q4
$15.7M Sell
120,214
-398
-0.3% -$43.1K 1.65% 13
2023
Q3
$12.9M Sell
120,612
-12,048
-9% -$1.25M 1.49% 16
2023
Q2
$12.3M Sell
132,660
-947
-0.7% -$81.8K 1.36% 19
2023
Q1
$11.7M Sell
133,607
-148
-0.1% -$13.1K 1.46% 19
2022
Q4
$9.92M Sell
133,755
-7,523
-5% -$650K 1.34% 30
2022
Q3
$11.8M Buy
141,278
+5,203
+4% +$504K 1.72% 13
2022
Q2
$12.4M Buy
136,075
+16,450
+14% +$1.78M 1.64% 16
2022
Q1
$15.2M Buy
119,625
+2,875
+2% +$351K 1.59% 16
2021
Q4
$15.1M Sell
116,750
-1,050
-0.9% -$140K 1.51% 17
2021
Q3
$13.7M Sell
117,800
-200
-0.2% -$23.2K 1.54% 19
2021
Q2
$11.5M Sell
118,000
-400
-0.3% -$35.5K 1.24% 29
2021
Q1
$8.82M Sell
118,400
-875
-0.7% -$60.4K 1% 35
2020
Q4
$7.73M Sell
119,275
-5,475
-4% -$319K 0.98% 41
2020
Q3
$6.51M Sell
124,750
-3,450
-3% -$185K 0.92% 41
2020
Q2
$7.26M Buy
128,200
+150
+0.1% +$7.89K 1.05% 42
2020
Q1
$5.83M Buy
128,050
+9,725
+8% +$538K 1.02% 45
2019
Q4
$6.62M Buy
118,325
+38,325
+48% +$1.99M 0.9% 52
2019
Q3
$3.91M Buy
80,000
+12,500
+19% +$610K 0.59% 58
2019
Q2
$3M Buy
67,500
+1,600
+2% +$63.8K 0.44% 64
2019
Q1
$2.31M Hold
65,900
0.34% 67
2018
Q4
$1.96M Hold
65,900
0.34% 65
2018
Q3
$2.51M Sell
65,900
-300
-0.5% -$10.8K 0.37% 63
2018
Q2
$2.13M Hold
66,200
0.34% 64
2018
Q1
$2.12M Sell
66,200
-100
-0.2% -$3.41K 0.34% 65
2017
Q4
$2.12M Sell
66,300
-150
-0.2% -$4.88K 0.34% 67
2017
Q3
$2.22M Sell
66,450
-300
-0.4% -$9.87K 0.37% 65
2017
Q2
$2.23M Sell
66,750
-88,925
-57% -$2.79M 0.39% 68
2017
Q1
$4.62M Sell
155,675
-2,200
-1% -$66.2K 0.8% 54
2016
Q4
$4.27M Sell
157,875
-4,800
-3% -$125K 0.77% 52
2016
Q3
$4.15M Sell
162,675
-8,950
-5% -$236K 0.78% 50
2016
Q2
$4.21M Buy
171,625
+250
+0.1% +$6.65K 0.8% 45
2016
Q1
$4.81M Sell
171,375
-21,450
-11% -$567K 0.95% 41
2015
Q4
$5.64M Sell
192,825
-6,735
-3% -$215K 1.15% 32
2015
Q3
$6.2M Buy
199,560
+8,257
+4% +$299K 1.32% 28
2015
Q2
$7.67M Sell
191,303
-2,544
-1% -$105K 1.44% 12
2015
Q1
$7.4M Buy
193,847
+16,103
+9% +$582K 1.37% 16
2014
Q4
$5.9M Sell
177,744
-253
-0.1% -$7.92K 1.03% 37
2014
Q3
$5.5M Buy
177,997
+360
+0.2% +$11.7K 1.04% 36
2014
Q2
$5.83M Buy
177,637
+866
+0.5% +$26.7K 1.28% 30
2014
Q1
$5.77M Buy
176,771
+2,828
+2% +$90.2K 1.36% 25
2013
Q4
$5.38M Buy
173,943
+4,178
+2% +$114K 1.28% 29
2013
Q3
$4.15M Sell
169,765
-8,713
-5% -$194K 1.09% 42
2013
Q2
$3.69M Buy
+178,478
New +$3.71M 0.99% 47

Other funds holding BX

Grassi Investment Management's BX Position: Q2 2025 in Review

Grassi Investment Management reduced its Blackstone (BX) stake by 0.61% in Q2 2025, selling an estimated $95.9K and leaving 113,750 shares worth $17M. The position accounts for 1.35% of the portfolio, ranked #15.

Grassi Investment Management first reported a position in BX in Q2 2013 and has held it in 49 quarters since. The position peaked at $19.8M in Q4 2024. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Grassi Investment Management held 113,750 shares of Blackstone worth $17M as of Q2 2025.
  • Grassi Investment Management sold 698 Blackstone shares in Q2 2025, an estimated $95.9K.
  • Blackstone made up 1.35% of Grassi Investment Management's portfolio in Q2 2025, its #15 holding.
  • Grassi Investment Management first reported a position in Blackstone in Q2 2013 and has held it in 49 quarters since.
  • Grassi Investment Management's Blackstone position peaked at $19.8M in Q4 2024.
  • 2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.