Envestnet Portfolio Solutions
BXMT icon

Envestnet Portfolio Solutions’s Blackstone Mortgage Trust BXMT Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-14,645
Closed -$293K – 1532
2025
Q1 		$293K Sell
14,645
-918
-6% -$17.7K ﹤0.01% 1299
2024
Q4 		$271K Buy
15,563
+3,038
+24% +$56.2K ﹤0.01% 1551
2024
Q3 		$238K Buy
+12,525
New +$230K ﹤0.01% 1554

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Envestnet Portfolio Solutions's BXMT Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Blackstone Mortgage Trust (BXMT) in Q2 2025, closing a stake of 14,645 shares — an estimated $293K sold.

Envestnet Portfolio Solutions first reported a position in BXMT in Q3 2024 and held it in 3 quarters. The position peaked at $293K in Q1 2025. 319 funds tracked by Wall St. Rank hold BXMT as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Blackstone Mortgage Trust position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,645 Blackstone Mortgage Trust shares in Q2 2025, an estimated $293K.
  • Envestnet Portfolio Solutions first reported a position in Blackstone Mortgage Trust in Q3 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Blackstone Mortgage Trust position peaked at $293K in Q1 2025.
  • 319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.