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Diversify Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Diversify Wealth Management’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 		$893K Buy
53,730
+7,802
+17% +$146K 0.01% 674
2026
Q1 		$876K Buy
+45,928
New +$886K 0.02% 638

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diversify Wealth Management's BXMT Position: Q2 2026 in Review

Diversify Wealth Management increased its Blackstone Mortgage Trust (BXMT) stake by 17% in Q2 2026, buying an estimated $146K and bringing the position to 53,730 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #674.

Diversify Wealth Management first reported a position in BXMT in Q1 2026 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Diversify Wealth Management held 53,730 shares of Blackstone Mortgage Trust worth $893K as of Q2 2026.
  • Diversify Wealth Management bought 7,802 Blackstone Mortgage Trust shares in Q2 2026, an estimated $146K.
  • Blackstone Mortgage Trust made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #674 holding.
  • Diversify Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2026 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.