Pin Oak Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Pin Oak 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
2024 Q4	–	Sell	-233	Closed	-$4K	–	473
2024 Q3	$4K	Hold	233	–	–	﹤0.01%	403
2024 Q2	$4K	Hold	233	–	–	﹤0.01%	399
2024 Q1	$5K	Hold	233	–	–	﹤0.01%	378
2023 Q4	$5K	Hold	233	–	–	0.01%	380
2023 Q3	$5K	Hold	233	–	–	0.01%	373
2023 Q2	$5K	Hold	233	–	–	0.01%	374
2023 Q1	$4K	Hold	233	–	–	﹤0.01%	371
2022 Q4	$5K	Buy	+233	New	+$5.52K	0.01%	342
2022 Q1	–	Sell	-233	Closed	-$7K	–	423
2021 Q4	$7K	Hold	233	–	–	0.01%	342
2021 Q3	$7K	Sell	233 -283	-55%	-$8.98K	0.01%	331
2021 Q2	$16K	Hold	516	–	–	0.02%	264
2021 Q1	$16K	Hold	516	–	–	0.01%	271
2020 Q4	$14K	Buy	516 +283	+121%	+$7.14K	0.01%	302
2020 Q3	$5K	Buy	+233	New	+$5.46K	﹤0.01%	352
2019 Q3	–	Sell	-35	Closed	-$1K	–	419
2019 Q2	$1K	Buy	+35	New	+$1.25K	﹤0.01%	447

Other funds holding BXMT

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

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pin Oak Investment Advisors's BXMT Position: Q4 2024 in Review

Pin Oak Investment Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 233 shares — an estimated $4K sold.

Pin Oak Investment Advisors first reported a position in BXMT in Q2 2019 and held it in 15 quarters. The position peaked at $16K in Q2 2021. 325 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

Pin Oak Investment Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 233 Blackstone Mortgage Trust shares in Q4 2024, an estimated $4K.
Pin Oak Investment Advisors first reported a position in Blackstone Mortgage Trust in Q2 2019 and held it in 15 quarters.
Pin Oak Investment Advisors's Blackstone Mortgage Trust position peaked at $16K in Q2 2021.
325 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.