Berman Capital Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Berman Capital 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
2021 Q3	$21K	Buy	695 +2	+0.3%	+$63	﹤0.01%	955
2021 Q2	$22K	Buy	693 +397	+134%	+$12.8K	﹤0.01%	868
2021 Q1	$9K	Buy	296 +2	+0.7%	+$58	﹤0.01%	1051
2020 Q4	$8K	Sell	294 -3	-1%	-$76	﹤0.01%	990
2020 Q3	$6K	Buy	297 +52	+21%	+$1.22K	﹤0.01%	956
2020 Q2	$5K	Sell	245 -74	-23%	-$1.7K	﹤0.01%	966
2020 Q1	$5K	Sell	319 -114	-26%	-$3.87K	﹤0.01%	870
2019 Q4	$16K	Buy	433 +2	+0.5%	+$73	﹤0.01%	585
2019 Q3	$15K	Sell	431 -9	-2%	-$320	﹤0.01%	583
2019 Q2	$15K	Buy	440 +6	+1%	+$213	﹤0.01%	590
2019 Q1	$14K	Buy	434 +367	+548%	+$12.5K	﹤0.01%	545
2018 Q4	$2K	Buy	+67	New	+$2.27K	﹤0.01%	848

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Berman Capital Advisors's BXMT Position: Q3 2021 in Review

Berman Capital Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 0.29% in Q3 2021, buying an estimated $63 and bringing the position to 695 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Berman Capital Advisors first reported a position in BXMT in Q4 2018 and has held it in 12 quarters since. The position peaked at $22K in Q2 2021. 333 funds tracked by Wall St. Rank hold BXMT as of Q3 2021.

Berman Capital Advisors held 695 shares of Blackstone Mortgage Trust worth $21K as of Q3 2021.
Berman Capital Advisors bought 2 Blackstone Mortgage Trust shares in Q3 2021, an estimated $63.
Blackstone Mortgage Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #955 holding.
Berman Capital Advisors first reported a position in Blackstone Mortgage Trust in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Blackstone Mortgage Trust position peaked at $22K in Q2 2021.
333 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.