LVW Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

LVW Advisors’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	–	Sell	-10,777	Closed	-$206K	–	469
2026 Q1	$206K	Hold	10,777	–	–	0.02%	414
2025 Q4	$206K	Buy	+10,777	New	+$204K	0.02%	327
2018 Q2	–	Sell	-58,012	Closed	-$1.82M	–	144
2018 Q1	$1.82M	Sell	58,012 -13,341	-19%	-$418K	0.57%	41
2017 Q4	$2.3M	Sell	71,353 -7,209	-9%	-$231K	0.67%	38
2017 Q3	$2.44M	Sell	78,562 -6,306	-7%	-$196K	0.97%	29
2017 Q2	$2.68M	Sell	84,868 -14,840	-15%	-$462K	0.94%	25
2017 Q1	$3.09M	Sell	99,708 -2,914	-3%	-$89.8K	1.11%	18
2016 Q4	$3.09M	Sell	102,622 -9,352	-8%	-$278K	1.08%	20
2016 Q3	$3.3M	Sell	111,974 -37,079	-25%	-$1.07M	1.08%	17
2016 Q2	$4.12M	Buy	149,053 +477	+0.3%	+$13.2K	1.55%	8
2016 Q1	$3.99M	Sell	148,576 -2,587	-2%	-$65.2K	1.28%	12
2015 Q4	$4.04M	Buy	151,163 +53,485	+55%	+$1.49M	1.58%	14
2015 Q3	$2.68M	Buy	97,678 +23,222	+31%	+$664K	1.24%	20
2015 Q2	$2.07M	Buy	74,456 +8,984	+14%	+$269K	0.88%	33
2015 Q1	$1.86M	Buy	65,472 +38,045	+139%	+$1.09M	0.88%	35
2014 Q4	$799K	Buy	+27,427	New	+$774K	0.44%	49

Other funds holding BXMT

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

CCP

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LVW Advisors's BXMT Position: Q2 2026 in Review

LVW Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q2 2026, closing a stake of 10,777 shares — an estimated $206K sold.

LVW Advisors first reported a position in BXMT in Q4 2014 and held it in 16 quarters. The position peaked at $4.12M in Q2 2016. 96 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

LVW Advisors reported no remaining Blackstone Mortgage Trust position as of Q2 2026 after selling out during the quarter.
LVW Advisors sold 10,777 Blackstone Mortgage Trust shares in Q2 2026, an estimated $206K.
LVW Advisors first reported a position in Blackstone Mortgage Trust in Q4 2014 and held it in 16 quarters.
LVW Advisors's Blackstone Mortgage Trust position peaked at $4.12M in Q2 2016.
96 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.