Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Blackstone Secured Lending BXSL Stock Holding History

Kovitz Investment Group Partners’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,318
Closed -$410K – 571
2025
Q3 		$410K Sell
15,318
-1,372
-8% -$41.2K ﹤0.01% 1103
2025
Q2 		$523K Buy
16,690
+4,761
+40% +$145K ﹤0.01% 954
2025
Q1 		$386K Buy
11,929
+1,500
+14% +$49.4K ﹤0.01% 979
2024
Q4 		$337K Sell
10,429
-1,646
-14% -$51.5K ﹤0.01% 1010
2024
Q3 		$73.3K Buy
+12,075
New +$365K ﹤0.01% 992

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VanEck Associates
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return

Kovitz Investment Group Partners's BXSL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Blackstone Secured Lending (BXSL) in Q4 2025, closing a stake of 15,318 shares — an estimated $410K sold.

Kovitz Investment Group Partners first reported a position in BXSL in Q3 2024 and held it in 5 quarters. The position peaked at $523K in Q2 2025. 393 funds tracked by Wall St. Rank hold BXSL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Blackstone Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,318 Blackstone Secured Lending shares in Q4 2025, an estimated $410K.
  • Kovitz Investment Group Partners first reported a position in Blackstone Secured Lending in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Blackstone Secured Lending position peaked at $523K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.