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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
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

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

Avion Wealth's BXMT Position: Q1 2026 in Review

Avion Wealth held its Blackstone Mortgage Trust (BXMT) position steady in Q1 2026 at 31 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Avion Wealth first reported a position in BXMT in Q2 2023 and has held it in 11 quarters since. The position peaked at $2K in Q1 2024. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Avion Wealth held 31 shares of Blackstone Mortgage Trust worth $0 as of Q1 2026.
  • Avion Wealth left its Blackstone Mortgage Trust share count unchanged in Q1 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1270 holding.
  • Avion Wealth first reported a position in Blackstone Mortgage Trust in Q2 2023 and has held it in 11 quarters since.
  • Avion Wealth's Blackstone Mortgage Trust position peaked at $2K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.