J.W. Cole Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

J.W. Cole Advisors’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 Q4	–	Sell	-12,005	Closed	-$221K	–	1483
2025 Q3	$221K	Sell	12,005 -812	-6%	-$15.7K	﹤0.01%	1398
2025 Q2	$247K	Buy	12,817 +2,350	+22%	+$44.5K	0.01%	1246
2025 Q1	$209K	Buy	+10,467	New	+$202K	0.01%	1135

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Cole Advisors's BXMT Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2025, closing a stake of 12,005 shares — an estimated $221K sold.

J.W. Cole Advisors first reported a position in BXMT in Q1 2025 and held it in 3 quarters. The position peaked at $247K in Q2 2025. 341 funds tracked by Wall St. Rank hold BXMT as of Q4 2025.

J.W. Cole Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 12,005 Blackstone Mortgage Trust shares in Q4 2025, an estimated $221K.
J.W. Cole Advisors first reported a position in Blackstone Mortgage Trust in Q1 2025 and held it in 3 quarters.
J.W. Cole Advisors's Blackstone Mortgage Trust position peaked at $247K in Q2 2025.
341 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.