Rise Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Rise 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
2025 Q4	–	Sell	-470	Closed	-$8.66K	–	298
2025 Q3	$8.66K	Buy	470 +10	+2%	+$193	﹤0.01%	1052
2025 Q2	$8.85K	Buy	460 +12	+3%	+$227	﹤0.01%	1047
2025 Q1	$8.96K	Sell	448 -360	-45%	-$6.96K	﹤0.01%	1050
2024 Q4	$14.1K	Buy	808 +21	+3%	+$388	0.01%	863
2024 Q3	$15K	Buy	787 +25	+3%	+$459	0.01%	865
2024 Q2	$13.3K	Buy	762 +24	+3%	+$433	0.01%	891
2024 Q1	$14.7K	Buy	+738	New	+$14.9K	0.01%	868

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 $32.9B AUM 23.66% 1-Year Est. Return

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rise Advisors's BXMT Position: Q4 2025 in Review

Rise Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2025, closing a stake of 470 shares — an estimated $8.66K sold.

Rise Advisors first reported a position in BXMT in Q1 2024 and held it in 7 quarters. The position peaked at $15K in Q3 2024. 341 funds tracked by Wall St. Rank hold BXMT as of Q4 2025.

Rise Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 470 Blackstone Mortgage Trust shares in Q4 2025, an estimated $8.66K.
Rise Advisors first reported a position in Blackstone Mortgage Trust in Q1 2024 and held it in 7 quarters.
Rise Advisors's Blackstone Mortgage Trust position peaked at $15K in Q3 2024.
341 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.