Creative Planning’s Blackstone Mortgage Trust BXMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $439K | Sell |
25,884
-2,898
| -10% | -$54.1K | ﹤0.01% | 3292 |
|
|
2026
Q1 | $551K | Buy |
28,782
+4,511
| +19% | +$87K | ﹤0.01% | 2955 |
|
|
2025
Q4 | $464K | Sell |
24,271
-10,497
| -30% | -$199K | ﹤0.01% | 2912 |
|
|
2025
Q3 | $640K | Sell |
34,768
-314
| -0.9% | -$6.06K | ﹤0.01% | 2520 |
|
|
2025
Q2 | $675K | Sell |
35,082
-7,451
| -18% | -$141K | ﹤0.01% | 2197 |
|
|
2025
Q1 | $851K | Buy |
42,533
+1,721
| +4% | +$33.3K | ﹤0.01% | 1845 |
|
|
2024
Q4 | $711K | Buy |
40,812
+46
| +0.1% | +$851 | ﹤0.01% | 1912 |
|
|
2024
Q3 | $775K | Buy |
40,766
+138
| +0.3% | +$2.54K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $708K | Sell |
40,628
-8,671
| -18% | -$156K | ﹤0.01% | 1661 |
|
|
2024
Q1 | $982K | Sell |
49,299
-5,637
| -10% | -$113K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $1.17M | Buy |
54,936
+11,472
| +26% | +$247K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $945K | Buy |
43,464
+795
| +2% | +$17.6K | ﹤0.01% | 1187 |
|
|
2023
Q2 | $888K | Buy |
42,669
+18,922
| +80% | +$348K | ﹤0.01% | 1193 |
|
|
2023
Q1 | $424K | Buy |
23,747
+10,011
| +73% | +$214K | ﹤0.01% | 1576 |
|
|
2022
Q4 | $291K | Buy |
13,736
+1,244
| +10% | +$29.5K | ﹤0.01% | 1750 |
|
|
2022
Q3 | $292K | Buy |
12,492
+1,343
| +12% | +$38.9K | ﹤0.01% | 1658 |
|
|
2022
Q2 | $308K | Buy |
11,149
+926
| +9% | +$28K | ﹤0.01% | 1593 |
|
|
2022
Q1 | $325K | Buy |
10,223
+720
| +8% | +$22.6K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $291K | Sell |
9,503
-31,055
| -77% | -$987K | ﹤0.01% | 1641 |
|
|
2021
Q3 | $1.23M | Buy |
40,558
+133
| +0.3% | +$4.22K | ﹤0.01% | 855 |
|
|
2021
Q2 | $1.29M | Buy |
40,425
+931
| +2% | +$30K | ﹤0.01% | 831 |
|
|
2021
Q1 | $1.22M | Buy |
39,494
+1,568
| +4% | +$45.6K | ﹤0.01% | 931 |
|
|
2020
Q4 | $1.04M | Buy |
37,926
+2,965
| +8% | +$74.8K | ﹤0.01% | 924 |
|
|
2020
Q3 | $768K | Sell |
34,961
-305
| -0.9% | -$7.14K | ﹤0.01% | 912 |
|
|
2020
Q2 | $850K | Buy |
35,266
+8,630
| +32% | +$198K | ﹤0.01% | 804 |
|
|
2020
Q1 | $496K | Buy |
26,636
+2,751
| +12% | +$93.4K | ﹤0.01% | 950 |
|
|
2019
Q4 | $889K | Buy |
23,885
+248
| +1% | +$9.02K | ﹤0.01% | 841 |
|
|
2019
Q3 | $847K | Sell |
23,637
-466
| -2% | -$16.6K | ﹤0.01% | 834 |
|
|
2019
Q2 | $858K | Sell |
24,103
-55
| -0.2% | -$1.96K | ﹤0.01% | 823 |
|
|
2019
Q1 | $835K | Sell |
24,158
-892
| -4% | -$30.3K | ﹤0.01% | 797 |
|
|
2018
Q4 | $798K | Sell |
25,050
-1,975
| -7% | -$66.9K | ﹤0.01% | 761 |
|
|
2018
Q3 | $906K | Buy |
27,025
+987
| +4% | +$33K | ﹤0.01% | 804 |
|
|
2018
Q2 | $818K | Sell |
26,038
-2,761
| -10% | -$87K | ﹤0.01% | 854 |
|
|
2018
Q1 | $905K | Sell |
28,799
-688
| -2% | -$21.6K | ﹤0.01% | 788 |
|
|
2017
Q4 | $949K | Sell |
29,487
-1,333
| -4% | -$42.8K | ﹤0.01% | 760 |
|
|
2017
Q3 | $956K | Buy |
30,820
+2,522
| +9% | +$78.4K | ﹤0.01% | 735 |
|
|
2017
Q2 | $894K | Buy |
28,298
+5,642
| +25% | +$176K | ﹤0.01% | 741 |
|
|
2017
Q1 | $701K | Buy |
22,656
+2,194
| +11% | +$67.6K | ﹤0.01% | 815 |
|
|
2016
Q4 | $615K | Buy |
20,462
+895
| +5% | +$26.6K | ﹤0.01% | 829 |
|
|
2016
Q3 | $576K | Sell |
19,567
-1,620
| -8% | -$46.9K | ﹤0.01% | 820 |
|
|
2016
Q2 | $586K | Sell |
21,187
-63
| -0.3% | -$1.74K | ﹤0.01% | 710 |
|
|
2016
Q1 | $571K | Buy |
21,250
+1,046
| +5% | +$26.4K | ﹤0.01% | 702 |
|
|
2015
Q4 | $541K | Buy |
20,204
+11,642
| +136% | +$324K | ﹤0.01% | 717 |
|
|
2015
Q3 | $235K | Sell |
8,562
-3,766
| -31% | -$108K | ﹤0.01% | 1101 |
|
|
2015
Q2 | $343K | Buy |
12,328
+1,948
| +19% | +$58.4K | ﹤0.01% | 761 |
|
|
2015
Q1 | $294K | Buy |
10,380
+6,047
| +140% | +$174K | ﹤0.01% | 1000 |
|
|
2014
Q4 | $126K | Buy |
4,333
+75
| +2% | +$2.12K | ﹤0.01% | 1416 |
|
|
2014
Q3 | $115K | Sell |
4,258
-125
| -3% | -$3.57K | ﹤0.01% | 1380 |
|
|
2014
Q2 | $127K | Buy |
4,383
+4,350
| +13,182% | +$126K | ﹤0.01% | 1281 |
|
|
2014
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 3478 |
|
|
2013
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 3196 |
|
|
2013
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 3076 |
|
|
2013
Q2 | $1K | Buy |
+33
| New | +$864 | ﹤0.01% | 2928 |
|
Other funds holding BXMT
Creative Planning's BXMT Position: Q2 2026 in Review
Creative Planning reduced its Blackstone Mortgage Trust (BXMT) stake by 10% in Q2 2026, selling an estimated $54.1K and leaving 25,884 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.
Creative Planning first reported a position in BXMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q2 2021. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.
- Creative Planning held 25,884 shares of Blackstone Mortgage Trust worth $439K as of Q2 2026.
- Creative Planning sold 2,898 Blackstone Mortgage Trust shares in Q2 2026, an estimated $54.1K.
- Blackstone Mortgage Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3292 holding.
- Creative Planning first reported a position in Blackstone Mortgage Trust in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's Blackstone Mortgage Trust position peaked at $1.29M in Q2 2021.
- 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.