Lee, Danner & Bass’s Blackstone Mortgage Trust BXMT Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-100	Closed	-$1.74K	–	284
2024 Q4	$1.74K	Buy	+100	New	+$1.85K	﹤0.01%	687

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee, Danner & Bass's BXMT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Blackstone Mortgage Trust (BXMT) in Q1 2025, closing a stake of 100 shares — an estimated $1.74K sold.

Lee, Danner & Bass first reported a position in BXMT in Q4 2024 and held it in 1 quarter. The position peaked at $1.74K in Q4 2024. 329 funds tracked by Wall St. Rank hold BXMT as of Q1 2025.

Lee, Danner & Bass reported no remaining Blackstone Mortgage Trust position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 100 Blackstone Mortgage Trust shares in Q1 2025, an estimated $1.74K.
Lee, Danner & Bass first reported a position in Blackstone Mortgage Trust in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Blackstone Mortgage Trust position peaked at $1.74K in Q4 2024.
329 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.