Diversify Advisory Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Diversify Advisory Services’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 Q3	$617K	Buy	57,264 +3,534	+7%	+$52.1K	0.01%	839
2026 Q2	$893K	Buy	53,730 +13,022	+32%	+$243K	0.01%	674
2026 Q1	$777K	Buy	40,708 +294	+0.7%	+$5.67K	0.12%	87
2025 Q4	$793K	Buy	40,414 +2,098	+5%	+$39.8K	0.03%	458
2025 Q3	$711K	Buy	38,316 +2,887	+8%	+$55.7K	0.02%	459
2025 Q2	$673K	Buy	+35,429	New	+$671K	0.03%	434
2025 Q1	–	Sell	-10,046	Closed	-$172K	–	639
2024 Q4	$172K	Buy	+10,046	New	+$186K	0.01%	598

Other funds holding BXMT

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Diversify Advisory Services's BXMT Position: Q3 2026 in Review

Diversify Advisory Services increased its Blackstone Mortgage Trust (BXMT) stake by 6.6% in Q3 2026, buying an estimated $52.1K and bringing the position to 57,264 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #839.

Diversify Advisory Services first reported a position in BXMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $893K in Q2 2026. 45 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

Diversify Advisory Services held 57,264 shares of Blackstone Mortgage Trust worth $617K as of Q3 2026.
Diversify Advisory Services bought 3,534 Blackstone Mortgage Trust shares in Q3 2026, an estimated $52.1K.
Blackstone Mortgage Trust made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #839 holding.
Diversify Advisory Services first reported a position in Blackstone Mortgage Trust in Q4 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Blackstone Mortgage Trust position peaked at $893K in Q2 2026.
45 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.