CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$395K Buy
23,328
+733
+3% +$13.7K ﹤0.01% 2353
2026
Q1 		$433K Sell
22,595
-50,628
-69% -$976K ﹤0.01% 2130
2025
Q4 		$1.4M Buy
73,223
+31,181
+74% +$591K ﹤0.01% 1295
2025
Q3 		$774K Buy
42,042
+11,480
+38% +$221K ﹤0.01% 1577
2025
Q2 		$588K Buy
30,562
+20,208
+195% +$383K ﹤0.01% 1634
2025
Q1 		$207K Buy
+10,354
New +$200K ﹤0.01% 2150
2024
Q1 		– Sell
-9,404
Closed -$200K – 2227
2023
Q4 		$200K Buy
+9,404
New +$203K ﹤0.01% 2404
2023
Q1 		– Sell
-13,751
Closed -$291K – 2322
2022
Q4 		$291K Buy
13,751
+897
+7% +$21.2K ﹤0.01% 1682
2022
Q3 		$300K Buy
+12,854
New +$372K ﹤0.01% 1541

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

CAPTRUST Financial Advisors's BXMT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 3.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 23,328 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

CAPTRUST Financial Advisors first reported a position in BXMT in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2025. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • CAPTRUST Financial Advisors held 23,328 shares of Blackstone Mortgage Trust worth $395K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 733 Blackstone Mortgage Trust shares in Q2 2026, an estimated $13.7K.
  • Blackstone Mortgage Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2353 holding.
  • CAPTRUST Financial Advisors first reported a position in Blackstone Mortgage Trust in Q3 2022 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Blackstone Mortgage Trust position peaked at $1.4M in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.