Shikiar Asset Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Shikiar Asset Management’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 Q2	$3.47M	Buy	204,900 +30,200	+17%	+$564K	0.88%	33
2026 Q1	$3.35M	Buy	174,700 +85,750	+96%	+$1.65M	0.96%	29
2025 Q4	$1.7M	Buy	88,950 +11,050	+14%	+$210K	0.42%	45
2025 Q3	$1.43M	Buy	77,900 +29,500	+61%	+$569K	0.36%	50
2025 Q2	$932K	Buy	48,400 +33,900	+234%	+$642K	0.26%	55
2025 Q1	$290K	Buy	+14,500	New	+$280K	0.09%	65
2024 Q1	–	Sell	-16,300	Closed	-$347K	–	74
2023 Q4	$347K	Sell	16,300 -123,390	-88%	-$2.66M	0.11%	58
2023 Q3	$3.04M	Sell	139,690 -229,935	-62%	-$5.1M	1.06%	22
2023 Q2	$7.69M	Buy	369,625 +95,000	+35%	+$1.75M	2.48%	13
2023 Q1	$4.9M	Buy	+274,625	New	+$5.86M	1.74%	20
2022 Q3	$2.1M	Buy	90,200 +54,425	+152%	+$1.58M	0.85%	28
2022 Q2	$990K	Buy	35,775 +5,750	+19%	+$174K	0.38%	42
2022 Q1	$954K	Buy	30,025 +1,300	+5%	+$40.8K	0.27%	55
2021 Q4	$880K	Buy	+28,725	New	+$913K	0.22%	59

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shikiar Asset Management's BXMT Position: Q2 2026 in Review

Shikiar Asset Management increased its Blackstone Mortgage Trust (BXMT) stake by 17% in Q2 2026, buying an estimated $564K and bringing the position to 204,900 shares worth $3.47M. The position accounts for 0.88% of the portfolio, ranked #33.

Shikiar Asset Management first reported a position in BXMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.69M in Q2 2023. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Shikiar Asset Management held 204,900 shares of Blackstone Mortgage Trust worth $3.47M as of Q2 2026.
Shikiar Asset Management bought 30,200 Blackstone Mortgage Trust shares in Q2 2026, an estimated $564K.
Blackstone Mortgage Trust made up 0.88% of Shikiar Asset Management's portfolio in Q2 2026, its #33 holding.
Shikiar Asset Management first reported a position in Blackstone Mortgage Trust in Q4 2021 and has held it in 14 quarters since.
Shikiar Asset Management's Blackstone Mortgage Trust position peaked at $7.69M in Q2 2023.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.