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Root Financial Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Root Financial 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 		$20.7K Hold
1,080
– – ﹤0.01% 1312
2025
Q4 		$20.7K Hold
1,080
– – ﹤0.01% 1174
2025
Q3 		$19.9K Buy
+1,080
New +$20.8K ﹤0.01% 1122

Other funds holding BXMT

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Root Financial Partners's BXMT Position: Q1 2026 in Review

Root Financial Partners held its Blackstone Mortgage Trust (BXMT) position steady in Q1 2026 at 1,080 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Root Financial Partners first reported a position in BXMT in Q3 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Root Financial Partners held 1,080 shares of Blackstone Mortgage Trust worth $20.7K as of Q1 2026.
  • Root Financial Partners left its Blackstone Mortgage Trust share count unchanged in Q1 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1312 holding.
  • Root Financial Partners first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.