Amplius Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Amplius Wealth Advisors’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 Q2	$231K	Buy	13,640 +314	+2%	+$5.87K	0.02%	190
2026 Q1	$255K	Buy	13,326 +321	+2%	+$6.19K	0.02%	153
2025 Q4	$249K	Buy	13,005 +324	+3%	+$6.14K	0.02%	153
2025 Q3	$233K	Buy	12,681 +292	+2%	+$5.63K	0.02%	160
2025 Q2	$238K	Hold	12,389	–	–	0.02%	183
2025 Q1	$248K	Hold	12,389	–	–	0.03%	157
2024 Q4	$216K	Hold	12,389	–	–	0.02%	165
2024 Q3	$236K	Hold	12,389	–	–	0.03%	154
2024 Q2	$216K	Hold	12,389	–	–	0.02%	158
2024 Q1	$247K	Hold	12,389	–	–	0.03%	151
2023 Q4	$264K	Hold	12,389	–	–	0.03%	135
2023 Q3	$269K	Buy	12,389 +336	+3%	+$7.45K	0.04%	129
2023 Q2	$251K	Sell	12,053 -1,000	-8%	-$18.4K	0.03%	137
2023 Q1	$233K	Buy	13,053 +1,000	+8%	+$21.3K	0.03%	144
2022 Q4	$255K	Hold	12,053	–	–	0.04%	131
2022 Q3	$281K	Hold	12,053	–	–	0.05%	122
2022 Q2	$333K	Hold	12,053	–	–	0.05%	124
2022 Q1	$383K	Hold	12,053	–	–	0.06%	117
2021 Q4	$369K	Buy	+12,053	New	+$383K	0.05%	133

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amplius Wealth Advisors's BXMT Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 2.4% in Q2 2026, buying an estimated $5.87K and bringing the position to 13,640 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #190.

Amplius Wealth Advisors first reported a position in BXMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $383K in Q1 2022. 348 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Amplius Wealth Advisors held 13,640 shares of Blackstone Mortgage Trust worth $231K as of Q2 2026.
Amplius Wealth Advisors bought 314 Blackstone Mortgage Trust shares in Q2 2026, an estimated $5.87K.
Blackstone Mortgage Trust made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #190 holding.
Amplius Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's Blackstone Mortgage Trust position peaked at $383K in Q1 2022.
348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.