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Harbor Investment Advisory’s Blackstone Mortgage Trust BXMT Stock Holding History

Harbor Investment Advisory’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
2024
Q4 		– Sell
-635
Closed -$12.1K – 1147
2024
Q3 		$12.1K Buy
+635
New +$11.7K ﹤0.01% 836

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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

Harbor Investment Advisory's BXMT Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 635 shares — an estimated $12.1K sold.

Harbor Investment Advisory first reported a position in BXMT in Q3 2024 and held it in 1 quarter. The position peaked at $12.1K in Q3 2024. 326 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

  • Harbor Investment Advisory reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 635 Blackstone Mortgage Trust shares in Q4 2024, an estimated $12.1K.
  • Harbor Investment Advisory first reported a position in Blackstone Mortgage Trust in Q3 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Blackstone Mortgage Trust position peaked at $12.1K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.