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

Arkadios 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
Q1 		$285K Buy
14,874
+1,833
+14% +$35.3K ﹤0.01% 1380
2025
Q4 		$249K Buy
13,041
+1,929
+17% +$36.6K ﹤0.01% 1346
2025
Q3 		$205K Buy
+11,112
New +$214K ﹤0.01% 1353
2021
Q3 		– Sell
-526
Closed -$16K – 1882
2021
Q2 		$16K Buy
526
+5
+1% +$161 ﹤0.01% 1372
2021
Q1 		$16K Buy
521
+5
+1% +$145 ﹤0.01% 1039
2020
Q4 		$14K Buy
+516
New +$13K ﹤0.01% 858

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Arkadios Wealth Advisors's BXMT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 14% in Q1 2026, buying an estimated $35.3K and bringing the position to 14,874 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Arkadios Wealth Advisors first reported a position in BXMT in Q4 2020 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Arkadios Wealth Advisors held 14,874 shares of Blackstone Mortgage Trust worth $285K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,833 Blackstone Mortgage Trust shares in Q1 2026, an estimated $35.3K.
  • Blackstone Mortgage Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1380 holding.
  • Arkadios Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q4 2020 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.