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John Overdeck’s Blackstone Mortgage Trust BXMT Stock Holding History

John Overdeck’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
-632,100
Closed -$12.1M – 4610
2025
Q4 		$12.1M Hold
632,100
– – 0.02% 999
2025
Q3 		$11.6M Buy
632,100
+6,000
+1% +$116K 0.02% 876
2025
Q2 		$12.1M Hold
626,100
– – 0.02% 741
2025
Q1 		$12.5M Sell
626,100
-502,000
-44% -$9.71M 0.03% 681
2024
Q4 		$19.6M Buy
1,128,100
+1,000
+0.1% +$18.5K 0.04% 483
2024
Q3 		$21.4M Buy
1,127,100
+8,800
+0.8% +$162K 0.05% 461
2024
Q2 		$19.5M Buy
1,118,300
+75,500
+7% +$1.36M 0.04% 467
2024
Q1 		$20.8M Sell
1,042,800
-82,300
-7% -$1.66M 0.05% 431
2023
Q4 		$23.9M Buy
1,125,100
+90,800
+9% +$1.96M 0.06% 375
2023
Q3 		$22.5M Hold
1,034,300
– – 0.06% 353
2023
Q2 		$21.5M Buy
1,034,300
+210,200
+26% +$3.86M 0.05% 390
2023
Q1 		$14.7M Buy
824,100
+44,300
+6% +$945K 0.04% 459
2022
Q4 		$16.5M Buy
779,800
+106,000
+16% +$2.51M 0.05% 402
2022
Q3 		$15.7M Buy
673,800
+221,100
+49% +$6.4M 0.05% 370
2022
Q2 		$12.5M Buy
452,700
+224,600
+98% +$6.8M 0.04% 441
2022
Q1 		$7.25M Buy
+228,100
New +$7.16M 0.02% 745
2021
Q4 		– Sell
-25,400
Closed -$770K – 4319
2021
Q3 		$770K Buy
25,400
+15,200
+149% +$482K ﹤0.01% 2859
2021
Q2 		$325K Buy
+10,200
New +$328K ﹤0.01% 3448

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

John Overdeck's BXMT Position: Q2 2026 in Review

John Overdeck increased its Blackstone Mortgage Trust (BXMT) stake by 11% in Q2 2026, buying an estimated $336K and bringing the position to 177,034 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

John Overdeck first reported a position in BXMT in Q4 2013 and has held it in 38 quarters since. The position peaked at $25.3M in Q2 2015. 345 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • John Overdeck held 177,034 shares of Blackstone Mortgage Trust worth $3M as of Q2 2026.
  • John Overdeck bought 18,008 Blackstone Mortgage Trust shares in Q2 2026, an estimated $336K.
  • Blackstone Mortgage Trust made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2627 holding.
  • John Overdeck first reported a position in Blackstone Mortgage Trust in Q4 2013 and has held it in 38 quarters since.
  • John Overdeck's Blackstone Mortgage Trust position peaked at $25.3M in Q2 2015.
  • 345 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.