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Concurrent Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-13,312
Closed -$253K – 1136
2024
Q3 		$253K Buy
+13,312
New +$244K 0.01% 842

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concurrent Investment Advisors's BXMT Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 13,312 shares — an estimated $253K sold.

Concurrent Investment Advisors first reported a position in BXMT in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 326 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 13,312 Blackstone Mortgage Trust shares in Q4 2024, an estimated $253K.
  • Concurrent Investment Advisors first reported a position in Blackstone Mortgage Trust in Q3 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Blackstone Mortgage Trust position peaked at $253K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.