AWS
BXMT icon

Atria Wealth Solutions’s Blackstone Mortgage Trust BXMT Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-10,856
Closed -$189K – 1889
2024
Q4 		$189K Sell
10,856
-1,847
-15% -$34.1K ﹤0.01% 1847
2024
Q3 		$241K Sell
12,703
-649
-5% -$11.9K ﹤0.01% 1655
2024
Q2 		$233K Sell
13,352
-49
-0.4% -$884 ﹤0.01% 1666
2024
Q1 		$275K Sell
13,401
-8,253
-38% -$166K ﹤0.01% 1613
2023
Q4 		$468K Buy
21,654
+10,183
+89% +$220K 0.01% 1250
2023
Q3 		$249K Buy
11,471
+14
+0.1% +$310 ﹤0.01% 1539
2023
Q2 		$238K Buy
11,457
+17
+0.1% +$313 ﹤0.01% 1589
2023
Q1 		$211K Buy
11,440
+13
+0.1% +$277 ﹤0.01% 1644
2022
Q4 		$242K Sell
11,427
-1,037
-8% -$24.6K ﹤0.01% 1489
2022
Q3 		$291K Buy
12,464
+1,485
+14% +$43K 0.01% 1317
2022
Q2 		$311K Buy
+10,979
New +$332K 0.01% 1195

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $25.6B AUM 26.83% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atria Wealth Solutions's BXMT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Blackstone Mortgage Trust (BXMT) in Q1 2025, closing a stake of 10,856 shares — an estimated $189K sold.

Atria Wealth Solutions first reported a position in BXMT in Q2 2022 and held it in 11 quarters. The position peaked at $468K in Q4 2023. 329 funds tracked by Wall St. Rank hold BXMT as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Blackstone Mortgage Trust position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,856 Blackstone Mortgage Trust shares in Q1 2025, an estimated $189K.
  • Atria Wealth Solutions first reported a position in Blackstone Mortgage Trust in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Blackstone Mortgage Trust position peaked at $468K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.