AWM
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Activest Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Activest Wealth Management’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 		$34 Buy
+3
New +$44 ﹤0.01% 1036
2025
Q1 		– Sell
-2
Closed -$39 – 1070
2024
Q4 		$35 Buy
+2
New +$37 ﹤0.01% 792

Other funds holding BXMT

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Activest Wealth Management's BXMT Position: Q3 2026 in Review

Activest Wealth Management opened a new position in Blackstone Mortgage Trust (BXMT) in Q3 2026: 3 shares worth $34. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in BXMT as recently as Q4 2024.

Activest Wealth Management first reported a position in BXMT in Q4 2024 and has held it in 2 quarters since. The position peaked at $35 in Q4 2024. 31 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

  • Activest Wealth Management held 3 shares of Blackstone Mortgage Trust worth $34 as of Q3 2026.
  • Blackstone Mortgage Trust was a new Activest Wealth Management position in Q3 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1036 holding.
  • Activest Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2024 and has held it in 2 quarters since.
  • Activest Wealth Management's Blackstone Mortgage Trust position peaked at $35 in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.