Clearstead Trust’s Blackstone Mortgage Trust BXMT Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-79	Closed	-$1.46K	–	1086
2025 Q3	$1.46K	Hold	79	–	–	﹤0.01%	1097
2025 Q2	$1.52K	Buy	+79	New	+$1.5K	﹤0.01%	1025

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Clearstead Trust's BXMT Position: Q4 2025 in Review

Clearstead Trust sold out of Blackstone Mortgage Trust (BXMT) in Q4 2025, closing a stake of 79 shares — an estimated $1.46K sold.

Clearstead Trust first reported a position in BXMT in Q2 2025 and held it in 2 quarters. The position peaked at $1.52K in Q2 2025. 341 funds tracked by Wall St. Rank hold BXMT as of Q4 2025.

Clearstead Trust reported no remaining Blackstone Mortgage Trust position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 79 Blackstone Mortgage Trust shares in Q4 2025, an estimated $1.46K.
Clearstead Trust first reported a position in Blackstone Mortgage Trust in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Blackstone Mortgage Trust position peaked at $1.52K in Q2 2025.
341 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.