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Advisors Asset Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Advisors Asset 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
2025
Q4 		– Sell
-111,153
Closed -$2.05M – 1455
2025
Q3 		$2.05M Sell
111,153
-94,737
-46% -$1.83M 0.03% 591
2025
Q2 		$3.96M Sell
205,890
-2,022
-1% -$38.3K 0.07% 376
2025
Q1 		$4.16M Sell
207,912
-1,966
-0.9% -$38K 0.08% 339
2024
Q4 		$3.65M Buy
209,878
+36,844
+21% +$681K 0.07% 384
2024
Q3 		$3.29M Buy
173,034
+108,409
+168% +$1.99M 0.06% 418
2024
Q2 		$1.13M Buy
+64,625
New +$1.17M 0.02% 693

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisors Asset Management's BXMT Position: Q4 2025 in Review

Advisors Asset Management sold out of Blackstone Mortgage Trust (BXMT) in Q4 2025, closing a stake of 111,153 shares — an estimated $2.05M sold.

Advisors Asset Management first reported a position in BXMT in Q2 2024 and held it in 6 quarters. The position peaked at $4.16M in Q1 2025. 341 funds tracked by Wall St. Rank hold BXMT as of Q4 2025.

  • Advisors Asset Management reported no remaining Blackstone Mortgage Trust position as of Q4 2025 after selling out during the quarter.
  • Advisors Asset Management sold 111,153 Blackstone Mortgage Trust shares in Q4 2025, an estimated $2.05M.
  • Advisors Asset Management first reported a position in Blackstone Mortgage Trust in Q2 2024 and held it in 6 quarters.
  • Advisors Asset Management's Blackstone Mortgage Trust position peaked at $4.16M in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2025.

Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.