Kennicott Capital Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Kennicott Capital 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	$337K	Buy	+19,900	New	+$372K	0.16%	41
2026 Q1	–	Sell	-36,450	Closed	-$697K	–	47
2025 Q4	$697K	Buy	36,450 +921	+3%	+$17.5K	0.34%	31
2025 Q3	$654K	Buy	35,529 +11,296	+47%	+$218K	0.32%	31
2025 Q2	$466K	Hold	24,233	–	–	0.27%	35
2025 Q1	$485K	Buy	+24,233	New	+$469K	0.32%	32
2021 Q4	–	Sell	-70,551	Closed	-$2.14M	–	47
2021 Q3	$2.14M	Buy	70,551 +13,453	+24%	+$427K	1.55%	17
2021 Q2	$1.82M	Buy	+57,098	New	+$1.84M	1.35%	19

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kennicott Capital Management's BXMT Position: Q2 2026 in Review

Kennicott Capital Management opened a new position in Blackstone Mortgage Trust (BXMT) in Q2 2026: 19,900 shares worth $337K. The stake represents 0.16% of the portfolio and ranks #41 among its holdings. This is a return to the name: Kennicott Capital Management previously reported a position in BXMT as recently as Q4 2025.

Kennicott Capital Management first reported a position in BXMT in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.14M in Q3 2021. 348 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Kennicott Capital Management held 19,900 shares of Blackstone Mortgage Trust worth $337K as of Q2 2026.
Blackstone Mortgage Trust was a new Kennicott Capital Management position in Q2 2026.
Blackstone Mortgage Trust made up 0.16% of Kennicott Capital Management's portfolio in Q2 2026, its #41 holding.
Kennicott Capital Management first reported a position in Blackstone Mortgage Trust in Q2 2021 and has held it in 7 quarters since.
Kennicott Capital Management's Blackstone Mortgage Trust position peaked at $2.14M in Q3 2021.
348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.