Pacific Capital Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Pacific Capital Partners’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	–	Sell	-27,500	Closed	-$526K	–	43
2025 Q4	$526K	Sell	27,500 -60,000	-69%	-$1.14M	0.56%	32
2025 Q3	$1.61M	Hold	87,500	–	–	1.79%	23
2025 Q2	$1.68M	Sell	87,500 -112,500	-56%	-$2.13M	1.58%	21
2025 Q1	$4M	Hold	200,000	–	–	2.53%	16
2024 Q4	$3.48M	Hold	200,000	–	–	2.05%	17
2024 Q3	$3.8M	Buy	200,000 +105,000	+111%	+$1.93M	2.23%	16
2024 Q2	$1.65M	Hold	95,000	–	–	1.1%	28
2024 Q1	$1.89M	Buy	95,000 +10,000	+12%	+$201K	1.24%	24
2023 Q4	$1.81M	Sell	85,000 -55,000	-39%	-$1.19M	1.36%	22
2023 Q3	$3.04M	Buy	+140,000	New	+$3.1M	1.84%	22

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return

Pacific Capital Partners's BXMT Position: Q1 2026 in Review

Pacific Capital Partners sold out of Blackstone Mortgage Trust (BXMT) in Q1 2026, closing a stake of 27,500 shares — an estimated $526K sold.

Pacific Capital Partners first reported a position in BXMT in Q3 2023 and held it in 10 quarters. The position peaked at $4M in Q1 2025. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

Pacific Capital Partners reported no remaining Blackstone Mortgage Trust position as of Q1 2026 after selling out during the quarter.
Pacific Capital Partners sold 27,500 Blackstone Mortgage Trust shares in Q1 2026, an estimated $526K.
Pacific Capital Partners first reported a position in Blackstone Mortgage Trust in Q3 2023 and held it in 10 quarters.
Pacific Capital Partners's Blackstone Mortgage Trust position peaked at $4M in Q1 2025.
336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Pacific Capital Partners's 13F filing for Q1 2026, filed 9 Apr 2026.