IFWM
BXMT icon

Institute for Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Institute for Wealth 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
2026
Q1 		– Sell
-38,319
Closed -$733K – 551
2025
Q4 		$733K Sell
38,319
-770
-2% -$14.6K 0.08% 241
2025
Q3 		$720K Buy
39,089
+2,324
+6% +$44.8K 0.08% 255
2025
Q2 		$708K Sell
36,765
-10,000
-21% -$190K 0.08% 250
2025
Q1 		$935K Sell
46,765
-482
-1% -$9.32K 0.12% 193
2024
Q4 		$823K Sell
47,247
-53
-0.1% -$980 0.1% 209
2024
Q3 		$899K Sell
47,300
-20,334
-30% -$373K 0.11% 196
2024
Q2 		$1.18M Buy
67,634
+1,586
+2% +$28.6K 0.16% 142
2024
Q1 		$1.32M Buy
66,048
+1,471
+2% +$29.6K 0.17% 127
2023
Q4 		$1.37M Buy
64,577
+3,291
+5% +$70.9K 0.22% 108
2023
Q3 		$1.33M Buy
61,286
+22,144
+57% +$491K 0.24% 102
2023
Q2 		$815K Buy
39,142
+14,312
+58% +$263K 0.14% 177
2023
Q1 		$443K Buy
+24,830
New +$530K 0.08% 279

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return

Institute for Wealth Management's BXMT Position: Q1 2026 in Review

Institute for Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q1 2026, closing a stake of 38,319 shares — an estimated $733K sold.

Institute for Wealth Management first reported a position in BXMT in Q1 2023 and held it in 12 quarters. The position peaked at $1.37M in Q4 2023. 337 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Institute for Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 38,319 Blackstone Mortgage Trust shares in Q1 2026, an estimated $733K.
  • Institute for Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2023 and held it in 12 quarters.
  • Institute for Wealth Management's Blackstone Mortgage Trust position peaked at $1.37M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.