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Clearstead Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Clearstead 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
Q1 		– Sell
-1
Closed -$20 – 2339
2025
Q4 		$20 Sell
1
-196
-99% -$3.72K ﹤0.01% 2691
2025
Q3 		$3.63K Buy
+197
New +$3.8K ﹤0.01% 2275
2022
Q4 		– Sell
-6,300
Closed -$147K – 1324
2022
Q3 		$147K Hold
6,300
– – 0.01% 405
2022
Q2 		$174K Hold
6,300
– – 0.01% 400
2022
Q1 		$200K Hold
6,300
– – 0.01% 403
2021
Q4 		$193K Hold
6,300
– – 0.01% 399
2021
Q3 		$191K Buy
+6,300
New +$200K 0.01% 379

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

Clearstead Advisors's BXMT Position: Q1 2026 in Review

Clearstead Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q1 2026, closing a stake of 1 share — an estimated $20 sold.

Clearstead Advisors first reported a position in BXMT in Q3 2021 and held it in 7 quarters. The position peaked at $200K in Q1 2022. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Clearstead Advisors reported no remaining Blackstone Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 1 Blackstone Mortgage Trust share in Q1 2026, an estimated $20.
  • Clearstead Advisors first reported a position in Blackstone Mortgage Trust in Q3 2021 and held it in 7 quarters.
  • Clearstead Advisors's Blackstone Mortgage Trust position peaked at $200K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.