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

Monument 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
2023 Q3	–	Sell	-40,770	Closed	-$848K	–	168
2023 Q2	$848K	Sell	40,770 -1,265	-3%	-$23.3K	0.27%	78
2023 Q1	$750K	Buy	42,035 +4,243	+11%	+$90.5K	0.25%	80
2022 Q4	$800K	Sell	37,792 -282	-0.7%	-$6.68K	0.27%	85
2022 Q3	$889K	Buy	38,074 +15,245	+67%	+$441K	0.33%	77
2022 Q2	$632K	Sell	22,829 -742	-3%	-$22.5K	0.24%	87
2022 Q1	$749K	Buy	23,571 +5,520	+31%	+$173K	0.24%	86
2021 Q4	$553K	Sell	18,051 -5,709	-24%	-$181K	0.17%	105
2021 Q3	$720K	Buy	23,760 +791	+3%	+$25.1K	0.24%	88
2021 Q2	$732K	Buy	+22,969	New	+$739K	0.25%	88

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monument Capital Management's BXMT Position: Q3 2023 in Review

Monument Capital Management sold out of Blackstone Mortgage Trust (BXMT) in Q3 2023, closing a stake of 40,770 shares — an estimated $848K sold.

Monument Capital Management first reported a position in BXMT in Q2 2021 and held it in 9 quarters. The position peaked at $889K in Q3 2022. 328 funds tracked by Wall St. Rank hold BXMT as of Q3 2023.

Monument Capital Management reported no remaining Blackstone Mortgage Trust position as of Q3 2023 after selling out during the quarter.
Monument Capital Management sold 40,770 Blackstone Mortgage Trust shares in Q3 2023, an estimated $848K.
Monument Capital Management first reported a position in Blackstone Mortgage Trust in Q2 2021 and held it in 9 quarters.
Monument Capital Management's Blackstone Mortgage Trust position peaked at $889K in Q3 2022.
328 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.