Superior Planning, LLC’s Blackstone Mortgage Trust BXMT Stock Holding History

Superior Planning, LLC’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$470K	Buy	+41,035	New	+$605K	0.2%	107

Other funds holding BXMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Superior Planning, LLC's BXMT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Blackstone Mortgage Trust (BXMT) in Q3 2026: 41,035 shares worth $470K. The stake represents 0.2% of the portfolio and ranks #107 among its holdings.

220 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

Superior Planning, LLC held 41,035 shares of Blackstone Mortgage Trust worth $470K as of Q3 2026.
Blackstone Mortgage Trust was a new Superior Planning, LLC position in Q3 2026.
Blackstone Mortgage Trust made up 0.2% of Superior Planning, LLC's portfolio in Q3 2026, its #107 holding.
220 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.