Form 13-F position report

BLACK STONE MINERALS L P COM U

Reported by Concorde Financial Corp

ETF profile Manager portfolio Source filing
BSM CUSIP 09225M101 Manager CIK 0001911822
Latest reported change

Reported 315,511 shares, up 246,843 (359.5%) from the prior quarter.

Reported value 360.6%; share count 359.5% vs. the prior quarter.

Added
% of reported 13F value 3.61% This manager · Q1 2023
Shares 315,511 Quarter-end amount reported
Reported value $4,950,365 Fair value at quarter end
Consecutive quarters held 5 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q4 2025 Reduced 0 -656,670 (-100.0%) 0 $0 2026-02-17
Q3 2025 Added 656,670 +55,175 (9.2%) 4.78% $8,628,642 2025-11-14
Q2 2025 Reduced 601,495 -1,879 (-0.3%) 4.65% $7,867,553 2025-08-14
Q1 2025 Added 603,374 +120,165 (24.9%) 5.08% $9,213,519 2025-05-14
Q4 2024 Added 483,209 +2,202 (0.5%) 4.2% $7,054,849 2025-02-14
Q3 2024 Added 481,007 +94,589 (24.5%) 4.28% $7,263,203 2024-11-14
Q2 2024 Added 386,418 +6,162 (1.6%) 3.98% $6,055,168 2024-08-14
Q1 2024 Added 380,256 +19,941 (5.5%) 5.53% $6,076,488 2024-05-15
Q4 2023 Reduced 360,315 -10,628 (-2.9%) 3.94% $5,750,625 2024-02-14
Q3 2023 Added 370,943 +8 (0.0%) 10.9% $6,391,345 2023-11-14
Q2 2023 Added 370,935 +55,424 (17.6%) 3.87% $5,916,411 2023-08-14
Q1 2023 Added 315,511 +246,843 (359.5%) 3.61% $4,950,365 2023-05-10
Q4 2022 Unchanged 68,668 0 (0.0%) 0.72% $1,074,654 2023-02-14
Q3 2022 Reduced 68,668 -132,810 (-65.9%) 0.72% $1,075,000 2022-11-14
Q2 2022 Reduced 201,478 -11,909 (-5.6%) 3.08% $2,758,000 2022-08-12
Q1 2022 New 213,387 +213,387 (0.0%) 2.02% $3,288,000 2022-05-16
Institutional context

Who else reported the position

196 managers reported BLACK STONE MINERALS L P COM U for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
William Marsh Rice University Reduced 5,663,476 -1,602,867 59.09% $88,859,938 26 qtrs
MORGAN STANLEY Added 4,600,270 +595,569 < 0.01% $72,178,237 32 qtrs
CIBC Private Wealth Group LLC Added 1,585,570 +215,565 0.06% $24,877,593 19 qtrs
PENN DAVIS MCFARLAND INC Reduced 1,553,088 -6,539 4.47% $24,367,951 20 qtrs
INVESTMENT MANAGEMENT ASSOCIATES INC ADV Added 1,026,248 +41,672 6.64% $16,101,836 9 qtrs
BROWN ADVISORY INC Unchanged 982,922 0 0.03% $15,422,046 32 qtrs
Mudita Advisors LLP Reduced 801,573 -480,388 11.26% $12,576,680 6 qtrs
EPACRIA CAPITAL PARTNERS LLC Unchanged 720,176 0 8.77% $11,299,561 2 qtrs
NATIXIS Reduced 704,800 -704,800 0.1% $11,058,312 9 qtrs
Bank of America Corporation Added 687,529 +640,241 < 0.01% $10,787,330 32 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 10, 2023
Filing type
13F-HR
Position type
COM UNIT

Voting authority reported

Sole
315,511
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.