Root Financial Partners
BXMT icon

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
Q3 		$1.18K Buy
+103
New +$1.52K ﹤0.01% 2877
2026
Q2 		– Sell
-1,080
Closed -$20.7K – 837
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's BXMT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Blackstone Mortgage Trust (BXMT) in Q3 2026: 103 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2877 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BXMT as recently as Q1 2026.

Root Financial Partners first reported a position in BXMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q1 2026. 260 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

  • Root Financial Partners held 103 shares of Blackstone Mortgage Trust worth $1.18K as of Q3 2026.
  • Blackstone Mortgage Trust was a new Root Financial Partners position in Q3 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2877 holding.
  • Root Financial Partners first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Blackstone Mortgage Trust position peaked at $20.7K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.