Sheaff Brock Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Sheaff Brock Investment 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 Q1	$765K	Hold	38,237	–	–	0.07%	204
2024 Q4	$666K	Buy	38,237 +624	+2%	+$11.5K	0.06%	221
2024 Q3	$715K	Buy	+37,613	New	+$691K	0.06%	210
2016 Q3	–	Sell	-8,814	Closed	-$244K	–	567
2016 Q2	$244K	Buy	8,814 +214	+2%	+$5.91K	0.03%	428
2016 Q1	$231K	Buy	+8,600	New	+$217K	0.03%	456

Other funds holding BXMT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's BXMT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Blackstone Mortgage Trust (BXMT) position steady in Q1 2025 at 38,237 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #204.

Sheaff Brock Investment Advisors first reported a position in BXMT in Q1 2016 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold BXMT as of Q1 2025.

Sheaff Brock Investment Advisors held 38,237 shares of Blackstone Mortgage Trust worth $765K as of Q1 2025.
Sheaff Brock Investment Advisors left its Blackstone Mortgage Trust share count unchanged in Q1 2025.
Blackstone Mortgage Trust made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #204 holding.
Sheaff Brock Investment Advisors first reported a position in Blackstone Mortgage Trust in Q1 2016 and has held it in 5 quarters since.
329 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.