SWM
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SHP Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

SHP Wealth 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 		$509 Buy
+30
New +$560 ﹤0.01% 1740

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SHP Wealth Management's BXMT Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Blackstone Mortgage Trust (BXMT) in Q2 2026: 30 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings.

347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • SHP Wealth Management held 30 shares of Blackstone Mortgage Trust worth $509 as of Q2 2026.
  • Blackstone Mortgage Trust was a new SHP Wealth Management position in Q2 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1740 holding.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.