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 Q2	$729	Buy	+43	New	+$803	﹤0.01%	2809
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Advisors's BXMT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Blackstone Mortgage Trust (BXMT) in Q2 2026: 43 shares worth $729. The stake represents ﹤0.01% of the portfolio and ranks #2809 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BXMT as recently as Q4 2025.

Clearstead Advisors first reported a position in BXMT in Q3 2021 and has held it in 8 quarters since. The position peaked at $200K in Q1 2022. 348 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Clearstead Advisors held 43 shares of Blackstone Mortgage Trust worth $729 as of Q2 2026.
Blackstone Mortgage Trust was a new Clearstead Advisors position in Q2 2026.
Blackstone Mortgage Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2809 holding.
Clearstead Advisors first reported a position in Blackstone Mortgage Trust in Q3 2021 and has held it in 8 quarters since.
Clearstead Advisors's Blackstone Mortgage Trust position peaked at $200K in Q1 2022.
348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.