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GeoWealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

GeoWealth 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
Q1 		– Sell
-137
Closed -$2.38K – 1161
2024
Q4 		$2.38K Hold
137
– – ﹤0.01% 1636
2024
Q3 		$2.6K Buy
+137
New +$2.52K ﹤0.01% 1534

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GeoWealth Management's BXMT Position: Q1 2025 in Review

GeoWealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q1 2025, closing a stake of 137 shares — an estimated $2.38K sold.

GeoWealth Management first reported a position in BXMT in Q3 2024 and held it in 2 quarters. The position peaked at $2.6K in Q3 2024. 329 funds tracked by Wall St. Rank hold BXMT as of Q1 2025.

  • GeoWealth Management reported no remaining Blackstone Mortgage Trust position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 137 Blackstone Mortgage Trust shares in Q1 2025, an estimated $2.38K.
  • GeoWealth Management first reported a position in Blackstone Mortgage Trust in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Blackstone Mortgage Trust position peaked at $2.6K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.