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Kula Investments’s Blackstone Mortgage Trust BXMT Stock Holding History

Kula Investments’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
2023
Q1 		$501K Buy
28,052
+1,436
+5% +$30.6K 0.12% 301
2022
Q4 		$563K Buy
+26,616
New +$630K 0.17% 173

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's BXMT Position: Q1 2023 in Review

Kula Investments increased its Blackstone Mortgage Trust (BXMT) stake by 5.4% in Q1 2023, buying an estimated $30.6K and bringing the position to 28,052 shares worth $501K. The position accounts for 0.12% of the portfolio, ranked #301.

Kula Investments first reported a position in BXMT in Q4 2022 and has held it in 2 quarters since. The position peaked at $563K in Q4 2022. 332 funds tracked by Wall St. Rank hold BXMT as of Q1 2023.

  • Kula Investments held 28,052 shares of Blackstone Mortgage Trust worth $501K as of Q1 2023.
  • Kula Investments bought 1,436 Blackstone Mortgage Trust shares in Q1 2023, an estimated $30.6K.
  • Blackstone Mortgage Trust made up 0.12% of Kula Investments's portfolio in Q1 2023, its #301 holding.
  • Kula Investments first reported a position in Blackstone Mortgage Trust in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Blackstone Mortgage Trust position peaked at $563K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.