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Fiduciary Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Fiduciary Group’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 		$947K Buy
55,854
+3,734
+7% +$69.7K 0.07% 170
2026
Q1 		$998K Buy
52,120
+1,200
+2% +$23.1K 0.09% 159
2025
Q4 		$974K Hold
50,920
– – 0.08% 163
2025
Q3 		$937K Hold
50,920
– – 0.08% 165
2025
Q2 		$980K Hold
50,920
– – 0.09% 159
2025
Q1 		$1.02M Sell
50,920
-2
-0% -$39 0.1% 151
2024
Q4 		$887K Buy
50,922
+3
+0% +$55 0.09% 158
2024
Q3 		$968K Buy
50,919
+3,002
+6% +$55.1K 0.1% 149
2024
Q2 		$835K Buy
47,917
+7,484
+19% +$135K 0.09% 159
2024
Q1 		$805K Buy
40,433
+5,502
+16% +$111K 0.09% 154
2023
Q4 		$743K Buy
34,931
+2,515
+8% +$54.2K 0.09% 149
2023
Q3 		$705K Buy
32,416
+4,718
+17% +$105K 0.09% 134
2023
Q2 		$576K Sell
27,698
-60
-0.2% -$1.1K 0.07% 150
2023
Q1 		$495K Buy
27,758
+17,847
+180% +$381K 0.06% 158
2022
Q4 		$210K Buy
+9,911
New +$235K 0.03% 217

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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 $3.37T AUM 44.26% 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

Fiduciary Group's BXMT Position: Q2 2026 in Review

Fiduciary Group increased its Blackstone Mortgage Trust (BXMT) stake by 7.2% in Q2 2026, buying an estimated $69.7K and bringing the position to 55,854 shares worth $947K. The position accounts for 0.07% of the portfolio, ranked #170.

Fiduciary Group first reported a position in BXMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2025. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Fiduciary Group held 55,854 shares of Blackstone Mortgage Trust worth $947K as of Q2 2026.
  • Fiduciary Group bought 3,734 Blackstone Mortgage Trust shares in Q2 2026, an estimated $69.7K.
  • Blackstone Mortgage Trust made up 0.07% of Fiduciary Group's portfolio in Q2 2026, its #170 holding.
  • Fiduciary Group first reported a position in Blackstone Mortgage Trust in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Group's Blackstone Mortgage Trust position peaked at $1.02M in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.