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Mount Yale Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Mount Yale Investment 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
Q1 		$607K Buy
30,926
+6,324
+26% +$122K 0.01% 655
2025
Q4 		$482K Buy
24,602
+525
+2% +$9.95K 0.02% 469
2025
Q3 		$455K Buy
+24,077
New +$465K 0.03% 435

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Mount Yale Investment Advisors's BXMT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 26% in Q1 2026, buying an estimated $122K and bringing the position to 30,926 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #655.

Mount Yale Investment Advisors first reported a position in BXMT in Q3 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Mount Yale Investment Advisors held 30,926 shares of Blackstone Mortgage Trust worth $607K as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,324 Blackstone Mortgage Trust shares in Q1 2026, an estimated $122K.
  • Blackstone Mortgage Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #655 holding.
  • Mount Yale Investment Advisors first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.