Everence Capital Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Everence Capital 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
2025 Q2	–	Sell	-10,010	Closed	-$200K	–	797
2025 Q1	$200K	Buy	+10,010	New	+$194K	0.01%	750
2024 Q4	–	Sell	-24,530	Closed	-$466K	–	848
2024 Q3	$466K	Buy	+24,530	New	+$451K	0.03%	446
2023 Q4	–	Sell	-25,030	Closed	-$544	–	751
2023 Q3	$544	Buy	+25,030	New	+$555K	0.04%	360

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Everence Capital Management's BXMT Position: Q2 2025 in Review

Everence Capital Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2025, closing a stake of 10,010 shares — an estimated $200K sold.

Everence Capital Management first reported a position in BXMT in Q3 2023 and held it in 3 quarters. The position peaked at $466K in Q3 2024. 319 funds tracked by Wall St. Rank hold BXMT as of Q2 2025.

Everence Capital Management reported no remaining Blackstone Mortgage Trust position as of Q2 2025 after selling out during the quarter.
Everence Capital Management sold 10,010 Blackstone Mortgage Trust shares in Q2 2025, an estimated $200K.
Everence Capital Management first reported a position in Blackstone Mortgage Trust in Q3 2023 and held it in 3 quarters.
Everence Capital Management's Blackstone Mortgage Trust position peaked at $466K in Q3 2024.
319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2025.

Based on Everence Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.