Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionCalton & Associates, Inc.
Latest Disclosed Ownership2,351 shares
Latest Disclosed Value $ 270,287
Calton & Associates, Inc. reports 15.25% decrease in ownership of BX / Blackstone Inc.

On May 13, 2026 - Calton & Associates, Inc. filed a 13F-HR form disclosing ownership of 2,351 shares of Blackstone Inc. (MX:BX) valued at $270,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,774 shares of Blackstone Inc.. This represents a change in shares of -15.25% during the quarter.

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.

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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)
2026-05-13 2026-03-31 13F BLACKSTONE COM 09260D107 2,351 -423 -15.25 270 -36.77 0.0388
2026-02-10 2025-12-31 13F BLACKSTONE COM 09260D107 2,774 -1 -0.04 428 -9.92 0.0628
2025-11-07 2025-09-30 13F BLACKSTONE COM 09260D107 2,775 215 8.40 474 24.08 0.0712
2025-08-12 2025-06-30 13F BLACKSTONE COM 09260D107 2,560 825 47.55 383 57.85 0.0662
2025-05-15 2025-03-31 13F/A-1 BLACKSTONE COM 09260D107 1,735 1,735 243 0.0553
2025-05-05 2025-03-31 13F BLACKSTONE COM 09260D107 53,733 53,733 2,470 0.5630
2022-04-26 2022-03-31 13F/A-1 BLACKSTONE GROUP LP COM UNIT COM 09260D107 0 -1,743 -100.00 0 -100.00
2022-04-12 2022-03-31 13F BLACKSTONE GROUP LP COM UNIT COM 09260D107 0 -1,743 0
2022-01-13 2021-12-31 13F BLACKSTONE GROUP LP COM UNIT COM 09260D107 1,743 -4,679 -72.86 225 -69.88 0.0600
2021-11-05 2021-09-30 13F BLACKSTONE GROUP LP COM UNIT COM 09260D107 6,422 508 8.59 747 30.14 0.1635
2021-08-11 2021-06-30 13F BLACKSTONE GROUP LP COM UNIT COM 09260D107 5,914 -270 -4.37 574 24.51 0.1090
2021-05-03 2021-03-31 13F BLACKSTONE GROUP LP COM UNIT COM 09260D107 6,184 -1,427 -18.75 461 -6.49 0.0897
2021-01-25 2020-12-31 13F BLACKSTONE GROUP LP COM UNIT COM CL A 09260D107 7,611 -2,434 -24.23 493 -5.92 0.0880
2020-10-30 2020-09-30 13F BLACKSTONE GROUP LP COM UNIT COM CL A 09260D107 10,045 762 8.21 524 -0.38 0.1076
2020-08-10 2020-06-30 13F BLACKSTONE GROUP LP COM UNIT COM CL A 09260D107 9,283 -2,664 -22.30 526 -3.31 0.1146
2020-04-30 2020-03-31 13F BLACKSTONE GROUP LP COM UNIT COM CL A 09260D107 11,947 305 2.62 544 -16.44 0.1347
2020-02-03 2019-12-31 13F BLACKSTONE GROUP LP COM UNIT COM CL A 09260D107 11,642 344 3.04 651 17.93 0.1308
2019-11-07 2019-09-30 13F BLACKSTONE GROUP LP COM UNIT COM CL A 09260D107 11,298 11,298 552 0.1226
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.