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Avion Wealth’s Blackstone Mortgage Trust BXMT Stock Holding History

Avion Wealth’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 		– Sell
-31
Closed – – 1441
2026
Q2 		$0 Hold
31
– – ﹤0.01% 1457
2026
Q1 		$0 Hold
31
– – ﹤0.01% 1270
2025
Q4 		$0 Hold
31
– – ﹤0.01% 1264
2025
Q3 		$0 Hold
31
– – ﹤0.01% 1234
2025
Q2 		$0 Hold
31
– – ﹤0.01% 1204
2025
Q1 		$0 Buy
+31
New +$599 ﹤0.01% 1044
2024
Q4 		– Sell
-31
Closed – – 1027
2024
Q3 		$0 Hold
31
– – ﹤0.01% 1025
2024
Q2 		$0 Sell
31
-29
-48% -$523 ﹤0.01% 935
2024
Q1 		$2K Hold
60
– – ﹤0.01% 645
2023
Q4 		$1K Hold
60
– – ﹤0.01% 711
2023
Q3 		$1K Hold
60
– – ﹤0.01% 572
2023
Q2 		$1K Buy
+60
New +$1.1K ﹤0.01% 532

Other funds holding BXMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $933M AUM 29.26% 1-Year Est. Return

Avion Wealth's BXMT Position: Q3 2026 in Review

Avion Wealth sold out of Blackstone Mortgage Trust (BXMT) in Q3 2026, closing a stake of 31 shares.

Avion Wealth first reported a position in BXMT in Q2 2023 and held it in 12 quarters. The position peaked at $2K in Q1 2024. 192 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

  • Avion Wealth reported no remaining Blackstone Mortgage Trust position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 31 Blackstone Mortgage Trust shares in Q3 2026.
  • Avion Wealth first reported a position in Blackstone Mortgage Trust in Q2 2023 and held it in 12 quarters.
  • Avion Wealth's Blackstone Mortgage Trust position peaked at $2K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.