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5%+ stakes · Schedule 13D and 13G

Blackstone Strategic Credit 2027 Term Fund: 5%+ holders

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Who has reported owning 5% or more of Blackstone Strategic Credit 2027 Term Fund, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Blackstone Strategic Credit 2027 Term Fund. The largest reported stake is Sit Investment Associates, Inc.'s, at 6.2%. 4 filings are on record since February 12, 2026 (Schedule 13G, April 6, 2026).

Sit Investment Associates, Inc. also filed stake reports on 67 other companies ↓

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Key facts

  • · Reporting person: Coastal Bridge Advisors, LLC · Sole voting: 2,262,603 · Shared voting: 0 · Sole dispositive: 2,262,603 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-09
  • · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 1 · Sole dispositive: 0 · Shared dispositive: 2,536,491 · SCHEDULE 13G, 2026-08-13
  • · Reporting person: Sit Investment Associates, Inc. · Sole voting: 0 · Shared voting: 2,753,133 · Sole dispositive: 0 · Shared dispositive: 2,753,133 · SCHEDULE 13G, 2026-04-06
  • · Reporting person: Bank Of America Corp · Sole voting: 0 · Shared voting: 12,997 · Sole dispositive: 0 · Shared dispositive: 1,944,492 · SCHEDULE 13G/A, 2026-02-12
At 5% or more3
Filings4
Latest filing2026-10-09

Blackstone Strategic Credit 2027 Term Fund has 4 Schedule 13D or 13G filings on record since 2026-02-12. 3 holders' latest filing reports 5% or more of common shares of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Sit Investment Associates, Inc.6.2%2,753,133SCHEDULE 13G, 2026-04-062026-03-31
5.7%2,536,491SCHEDULE 13G, 2026-08-132026-06-30
Coastal Bridge Advisors, LLC5.1%2,262,603SCHEDULE 13G, 2026-10-092018-03-31
Bank Of America Corp4.4%1,944,492SCHEDULE 13G/A, 2026-02-122025-12-31

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sit Investment Associates, Inc.02,753,13302,753,133SCHEDULE 13G, 2026-04-06
Sit Fixed Income Advisors II, LLC02,753,13302,753,133SCHEDULE 13G, 2026-04-06
Morgan Stanley0102,536,491SCHEDULE 13G, 2026-08-13
Morgan Stanley Smith Barney LLC0102,536,491SCHEDULE 13G, 2026-08-13
Coastal Bridge Advisors, LLC2,262,60302,262,6030SCHEDULE 13G, 2026-10-09
Bank Of America Corp012,99701,944,492SCHEDULE 13G/A, 2026-02-12

The latest filing identifies Blackstone Strategic Credit 2027 Term Fund by CUSIP 09257R101 and gives its principal executive office as 345 PARK AVENUE, 31ST FLOOR, NEW YORK, NY 10154 (SCHEDULE 13G, 2026-10-09).

Timeline

FiledHolderPercentFiling
2026-02-12Bank Of America Corp4.4%SCHEDULE 13G/A
2026-04-06Sit Investment Associates, Inc.6.2%SCHEDULE 13G
2026-08-13Morgan Stanley5.7%SCHEDULE 13G
2026-10-09Coastal Bridge Advisors, LLC5.1%SCHEDULE 13G

Questions about who owns Blackstone Strategic Credit 2027 Term Fund

Who owns Blackstone Strategic Credit 2027 Term Fund?

On this page, 3 holders' latest ownership filings report 5% or more of Blackstone Strategic Credit 2027 Term Fund: Sit Investment Associates, Inc. (6.2%, Schedule 13G, filed 2026-04-06), Morgan Stanley (5.7%, Schedule 13G, filed 2026-08-13) and Coastal Bridge Advisors, LLC (5.1%, Schedule 13G, filed 2026-10-09).

Who are the largest shareholders of Blackstone Strategic Credit 2027 Term Fund?

By the share each holder's latest filing reports, the largest holders of Blackstone Strategic Credit 2027 Term Fund on this page are Sit Investment Associates, Inc. (6.2%), Morgan Stanley (5.7%) and Coastal Bridge Advisors, LLC (5.1%).

When did Sit Investment Associates, Inc. buy into Blackstone Strategic Credit 2027 Term Fund?

The filings give report dates, not purchase dates. The earliest filing from Sit Investment Associates, Inc. on this page is the Schedule 13G, filed 2026-04-06, reporting 6.2%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/blackstone-strategic-credit-2027-term-fund
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Blackstone Strategic Credit 2027 Term Fund? 3 holders at 5% or more, largest Sit Investment Associates, Inc. 6.2%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/blackstone-strategic-credit-2027-term-fund