SIS
BXMT icon

Sound Income Strategies’s Blackstone Mortgage Trust BXMT Stock Holding History

Sound Income Strategies’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 		– Sell
-4,918
Closed -$92.3K – 756
2026
Q1 		$92.3K Sell
4,918
-1,234
-20% -$23.8K ﹤0.01% 631
2025
Q4 		$121K Buy
6,152
+1,015
+20% +$19.2K 0.01% 535
2025
Q3 		$92.3K Buy
5,137
+987
+24% +$19K 0.01% 418
2025
Q2 		$79.9K Sell
4,150
-337
-8% -$6.39K ﹤0.01% 421
2025
Q1 		$89.7K Buy
4,487
+4,463
+18,596% +$86.3K 0.01% 409
2024
Q4 		$418 Hold
24
– – ﹤0.01% 1370
2024
Q3 		$456 Hold
24
– – ﹤0.01% 1318
2024
Q2 		$418 Sell
24
-79
-77% -$1.43K ﹤0.01% 1291
2024
Q1 		$2.05K Sell
103
-161
-61% -$3.24K ﹤0.01% 1054
2023
Q4 		$5.62K Buy
264
+240
+1,000% +$5.17K ﹤0.01% 871
2023
Q3 		$522 Hold
24
– – ﹤0.01% 1062
2023
Q2 		$499 Hold
24
– – ﹤0.01% 1038
2023
Q1 		$428 Hold
24
– – ﹤0.01% 1001
2022
Q4 		$508 Hold
24
– – ﹤0.01% 909
2022
Q3 		$1K Hold
24
– – ﹤0.01% 762
2022
Q2 		$1K Buy
+24
New +$726 ﹤0.01% 781
2019
Q4 		– Sell
-40
Closed -$1K – 707
2019
Q3 		$1K Buy
+40
New +$1.42K ﹤0.01% 579
2018
Q4 		– Sell
-235
Closed -$8K – 682
2018
Q3 		$8K Hold
235
– – ﹤0.01% 377
2018
Q2 		$7K Buy
+235
New +$7.4K ﹤0.01% 371

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

Sound Income Strategies's BXMT Position: Q2 2026 in Review

Sound Income Strategies sold out of Blackstone Mortgage Trust (BXMT) in Q2 2026, closing a stake of 4,918 shares — an estimated $92.3K sold.

Sound Income Strategies first reported a position in BXMT in Q2 2018 and held it in 19 quarters. The position peaked at $121K in Q4 2025. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Sound Income Strategies reported no remaining Blackstone Mortgage Trust position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4,918 Blackstone Mortgage Trust shares in Q2 2026, an estimated $92.3K.
  • Sound Income Strategies first reported a position in Blackstone Mortgage Trust in Q2 2018 and held it in 19 quarters.
  • Sound Income Strategies's Blackstone Mortgage Trust position peaked at $121K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.