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JBR Co Financial Management’s Blackstone Mortgage Trust BXMT Stock Holding History

JBR Co Financial 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
Q2 		$608K Buy
35,850
+8,500
+31% +$159K 0.22% 79
2026
Q1 		$523K Hold
27,350
– – 0.22% 76
2025
Q4 		$523K Buy
27,350
+14,150
+107% +$268K 0.22% 76
2025
Q3 		$243K Buy
+13,200
New +$255K 0.1% 106

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

JBR Co Financial Management's BXMT Position: Q2 2026 in Review

JBR Co Financial Management increased its Blackstone Mortgage Trust (BXMT) stake by 31% in Q2 2026, buying an estimated $159K and bringing the position to 35,850 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #79.

JBR Co Financial Management first reported a position in BXMT in Q3 2025 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • JBR Co Financial Management held 35,850 shares of Blackstone Mortgage Trust worth $608K as of Q2 2026.
  • JBR Co Financial Management bought 8,500 Blackstone Mortgage Trust shares in Q2 2026, an estimated $159K.
  • Blackstone Mortgage Trust made up 0.22% of JBR Co Financial Management's portfolio in Q2 2026, its #79 holding.
  • JBR Co Financial Management first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.