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

Capital Advisors Ltd’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
Q2 		$2K Hold
115
– – ﹤0.01% 1093
2026
Q1 		$2K Hold
115
– – ﹤0.01% 1078
2025
Q4 		$2K Sell
115
-20
-15% -$379 ﹤0.01% 1057
2025
Q3 		$2K Hold
135
– – ﹤0.01% 1044
2025
Q2 		$3K Sell
135
-47
-26% -$891 ﹤0.01% 987
2025
Q1 		$4K Buy
182
+66
+57% +$1.28K ﹤0.01% 938
2024
Q4 		$2K Buy
116
+1
+0.9% +$18 ﹤0.01% 1051
2024
Q3 		$2K Hold
115
– – ﹤0.01% 1041
2024
Q2 		$2K Sell
115
-42
-27% -$758 ﹤0.01% 1036
2024
Q1 		$3K Hold
157
– – ﹤0.01% 959
2023
Q4 		$3K Hold
157
– – ﹤0.01% 930
2023
Q3 		$3K Hold
157
– – ﹤0.01% 919
2023
Q2 		$3K Sell
157
-36
-19% -$662 ﹤0.01% 929
2023
Q1 		$3K Buy
+193
New +$4.12K ﹤0.01% 792
2019
Q2 		– Sell
-2,026
Closed -$70K – 438
2019
Q1 		$70K Hold
2,026
– – 0.02% 257
2018
Q4 		$65K Buy
2,026
+759
+60% +$25.7K 0.02% 252
2018
Q3 		$42K Hold
1,267
– – 0.01% 321
2018
Q2 		$40K Buy
+1,267
New +$39.9K 0.01% 248

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisors Ltd's BXMT Position: Q2 2026 in Review

Capital Advisors Ltd held its Blackstone Mortgage Trust (BXMT) position steady in Q2 2026 at 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Capital Advisors Ltd first reported a position in BXMT in Q2 2018 and has held it in 18 quarters since. The position peaked at $70K in Q1 2019. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Capital Advisors Ltd held 115 shares of Blackstone Mortgage Trust worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its Blackstone Mortgage Trust share count unchanged in Q2 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1093 holding.
  • Capital Advisors Ltd first reported a position in Blackstone Mortgage Trust in Q2 2018 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Blackstone Mortgage Trust position peaked at $70K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.