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

Evergreen 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
-12,810
Closed -$256K – 1152
2025
Q1 		$256K Buy
12,810
+2,400
+23% +$46.4K 0.01% 846
2024
Q4 		$186K Sell
10,410
-1,296
-11% -$24K 0.01% 1010
2024
Q3 		$228K Buy
+11,706
New +$215K 0.01% 856
2024
Q2 		– Sell
-11,182
Closed -$230K – 961
2024
Q1 		$230K Sell
11,182
-6,979
-38% -$140K 0.01% 738
2023
Q4 		$398K Buy
18,161
+8,796
+94% +$190K 0.02% 484
2023
Q3 		$209K Buy
+9,365
New +$208K 0.01% 695
2021
Q2 		– Sell
-6,857
Closed -$213K – 533
2021
Q1 		$213K Buy
+6,857
New +$199K 0.01% 466
2020
Q3 		– Sell
-8,700
Closed -$210K – 428
2020
Q2 		$210K Buy
+8,700
New +$200K 0.02% 356
2020
Q1 		– Sell
-8,700
Closed -$324K – 398
2019
Q4 		$324K Buy
8,700
+2,700
+45% +$98.2K 0.03% 329
2019
Q3 		$215K Sell
6,000
-275
-4% -$9.78K 0.02% 385
2019
Q2 		$223K Buy
+6,275
New +$223K 0.02% 368
2019
Q1 		– Hold
0
– – – 357
2018
Q3 		– Hold
0
– – – 363

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

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

Evergreen Capital Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2025, closing a stake of 12,810 shares — an estimated $256K sold.

Evergreen Capital Management first reported a position in BXMT in Q2 2019 and held it in 11 quarters. The position peaked at $398K in Q4 2023. 319 funds tracked by Wall St. Rank hold BXMT as of Q2 2025.

  • Evergreen Capital Management reported no remaining Blackstone Mortgage Trust position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 12,810 Blackstone Mortgage Trust shares in Q2 2025, an estimated $256K.
  • Evergreen Capital Management first reported a position in Blackstone Mortgage Trust in Q2 2019 and held it in 11 quarters.
  • Evergreen Capital Management's Blackstone Mortgage Trust position peaked at $398K in Q4 2023.
  • 319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.