AXS Investments’s Blackstone Mortgage Trust BXMT Stock Holding History

AXS Investments’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 Q3	–	Sell	-82,450	Closed	-$1.59M	–	203
2025 Q2	$1.59M	Sell	82,450 -12,012	-13%	-$228K	0.65%	54
2025 Q1	$1.89M	Sell	94,462 -15,321	-14%	-$296K	0.52%	48
2024 Q4	$1.91M	Sell	109,783 -12,896	-11%	-$238K	0.53%	48
2024 Q3	$2.33M	Sell	122,679 -19,879	-14%	-$365K	0.62%	33
2024 Q2	$2.48M	Buy	142,558 +27,745	+24%	+$501K	0.69%	26
2024 Q1	$2.29M	Sell	114,813 -6,609	-5%	-$133K	0.55%	35
2023 Q4	$2.58M	Sell	121,422 -23,410	-16%	-$505K	0.62%	32
2023 Q3	$3.15M	Buy	144,832 +120,832	+503%	+$2.68M	0.81%	23
2023 Q2	$499K	Buy	+24,000	New	+$441K	0.13%	218
2022 Q4	–	Sell	-20,991	Closed	-$490K	–	352
2022 Q3	$490K	Sell	20,991 -8,000	-28%	-$232K	0.19%	163
2022 Q2	$802K	Buy	+28,991	New	+$877K	0.28%	141

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AXS Investments's BXMT Position: Q3 2025 in Review

AXS Investments sold out of Blackstone Mortgage Trust (BXMT) in Q3 2025, closing a stake of 82,450 shares — an estimated $1.59M sold.

AXS Investments first reported a position in BXMT in Q2 2022 and held it in 11 quarters. The position peaked at $3.15M in Q3 2023. 320 funds tracked by Wall St. Rank hold BXMT as of Q3 2025.

AXS Investments reported no remaining Blackstone Mortgage Trust position as of Q3 2025 after selling out during the quarter.
AXS Investments sold 82,450 Blackstone Mortgage Trust shares in Q3 2025, an estimated $1.59M.
AXS Investments first reported a position in Blackstone Mortgage Trust in Q2 2022 and held it in 11 quarters.
AXS Investments's Blackstone Mortgage Trust position peaked at $3.15M in Q3 2023.
320 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2025.

Based on AXS Investments's 13F filing for Q3 2025, filed 4 Nov 2025.