PS
BXMT icon

Principal Securities’s Blackstone Mortgage Trust BXMT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,275
Closed -$23.5K – 1647
2025
Q3 		$23.5K Sell
1,275
-160
-11% -$3.09K ﹤0.01% 2339
2025
Q2 		$27.6K Sell
1,435
-12,789
-90% -$242K ﹤0.01% 2174
2025
Q1 		$248K Hold
14,224
– – 0.01% 1044
2024
Q4 		$248K Buy
14,224
+1,007
+8% +$18.6K 0.01% 1043
2024
Q3 		$251K Buy
13,217
+2,263
+21% +$41.6K 0.01% 1011
2024
Q2 		$191K Buy
10,954
+225
+2% +$4.06K 0.01% 1055
2024
Q1 		$214K Buy
10,729
+3,906
+57% +$78.6K 0.01% 985
2023
Q4 		$145K Buy
+6,823
New +$147K 0.01% 1038

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Securities's BXMT Position: Q4 2025 in Review

Principal Securities sold out of Blackstone Mortgage Trust (BXMT) in Q4 2025, closing a stake of 1,275 shares — an estimated $23.5K sold.

Principal Securities first reported a position in BXMT in Q4 2023 and held it in 8 quarters. The position peaked at $251K in Q3 2024. 341 funds tracked by Wall St. Rank hold BXMT as of Q4 2025.

  • Principal Securities reported no remaining Blackstone Mortgage Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,275 Blackstone Mortgage Trust shares in Q4 2025, an estimated $23.5K.
  • Principal Securities first reported a position in Blackstone Mortgage Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Blackstone Mortgage Trust position peaked at $251K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.