SAG
BXMT icon

SageView Advisory Group’s Blackstone Mortgage Trust BXMT Stock Holding History

SageView Advisory Group’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 		– Sell
-125
Closed -$2.39K – 857
2025
Q4 		$2.39K Buy
+125
New +$2.37K ﹤0.01% 2185

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return

SageView Advisory Group's BXMT Position: Q1 2026 in Review

SageView Advisory Group sold out of Blackstone Mortgage Trust (BXMT) in Q1 2026, closing a stake of 125 shares — an estimated $2.39K sold.

SageView Advisory Group first reported a position in BXMT in Q4 2025 and held it in 1 quarter. The position peaked at $2.39K in Q4 2025. 337 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • SageView Advisory Group reported no remaining Blackstone Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 125 Blackstone Mortgage Trust shares in Q1 2026, an estimated $2.39K.
  • SageView Advisory Group first reported a position in Blackstone Mortgage Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Blackstone Mortgage Trust position peaked at $2.39K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.