Kestra Advisory Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Kestra Advisory Services’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 Q3	$615K	Buy	53,694 +425	+0.8%	+$6.26K	﹤0.01%	2322
2026 Q2	$903K	Sell	53,269 -20,800	-28%	-$388K	﹤0.01%	1913
2026 Q1	$1.42M	Buy	74,069 +57,894	+358%	+$1.12M	0.01%	1505
2025 Q4	$309K	Sell	16,175 -4,231	-21%	-$80.2K	﹤0.01%	2517
2025 Q3	$376K	Sell	20,406 -55,618	-73%	-$1.07M	﹤0.01%	2265
2025 Q2	$1.46M	Buy	76,024 +1,235	+2%	+$23.4K	0.01%	1264
2025 Q1	$1.5M	Sell	74,789 -2,028	-3%	-$39.2K	0.01%	1133
2024 Q4	$1.34M	Buy	+76,817	New	+$1.42M	0.01%	1229
2024 Q3	–	Sell	-86,217	Closed	-$1.56M	–	2581
2024 Q2	$1.56M	Buy	86,217 +67,483	+360%	+$1.22M	0.01%	1093
2024 Q1	$385K	Buy	18,734 +6,990	+60%	+$141K	﹤0.01%	1832
2023 Q4	$4.75M	Buy	+11,744	New	+$253K	0.04%	470

Other funds holding BXMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Advisory Services's BXMT Position: Q3 2026 in Review

Kestra Advisory Services increased its Blackstone Mortgage Trust (BXMT) stake by 0.8% in Q3 2026, buying an estimated $6.26K and bringing the position to 53,694 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Kestra Advisory Services first reported a position in BXMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2023. 231 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

Kestra Advisory Services held 53,694 shares of Blackstone Mortgage Trust worth $615K as of Q3 2026.
Kestra Advisory Services bought 425 Blackstone Mortgage Trust shares in Q3 2026, an estimated $6.26K.
Blackstone Mortgage Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2322 holding.
Kestra Advisory Services first reported a position in Blackstone Mortgage Trust in Q4 2023 and has held it in 11 quarters since.
Kestra Advisory Services's Blackstone Mortgage Trust position peaked at $4.75M in Q4 2023.
231 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.