RiverTree Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

RiverTree 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
2022 Q4	–	Sell	-123,576	Closed	-$2.88M	–	35
2022 Q3	$2.88M	Buy	123,576 +3,205	+3%	+$92.8K	2.36%	15
2022 Q2	$3.33M	Buy	120,371 +35,562	+42%	+$1.08M	2.59%	16
2022 Q1	$2.7M	Buy	84,809 +4,877	+6%	+$153K	1.81%	20
2021 Q4	$2.45M	Buy	79,932 +934	+1%	+$29.7K	1.57%	21
2021 Q3	$2.4M	Buy	+78,998	New	+$2.51M	1.63%	22

Other funds holding BXMT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

RiverTree Advisors's BXMT Position: Q4 2022 in Review

RiverTree Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2022, closing a stake of 123,576 shares — an estimated $2.88M sold.

RiverTree Advisors first reported a position in BXMT in Q3 2021 and held it in 5 quarters. The position peaked at $3.33M in Q2 2022. 348 funds tracked by Wall St. Rank hold BXMT as of Q4 2022.

RiverTree Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2022 after selling out during the quarter.
RiverTree Advisors sold 123,576 Blackstone Mortgage Trust shares in Q4 2022, an estimated $2.88M.
RiverTree Advisors first reported a position in Blackstone Mortgage Trust in Q3 2021 and held it in 5 quarters.
RiverTree Advisors's Blackstone Mortgage Trust position peaked at $3.33M in Q2 2022.
348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2022.

Based on RiverTree Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.