Strategic Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Strategic 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	–	Sell	-41,650	Closed	-$725K	–	192
2024 Q4	$725K	Sell	41,650 -37,650	-47%	-$696K	0.13%	116
2024 Q3	$1.51M	Sell	79,300 -1,000	-1%	-$18.4K	0.28%	77
2024 Q2	$1.4M	Sell	80,300 -3,500	-4%	-$63.2K	0.27%	77
2024 Q1	$1.67M	Buy	83,800 +500	+0.6%	+$10.1K	0.33%	72
2023 Q4	$1.77M	Buy	83,300 +500	+0.6%	+$10.8K	0.34%	63
2023 Q3	$1.8M	Buy	82,800 +2,500	+3%	+$55.4K	0.36%	61
2023 Q2	$1.67M	Sell	80,300 -1,000	-1%	-$18.4K	0.32%	66
2023 Q1	$1.45M	Buy	81,300 +48,000	+144%	+$1.02M	0.29%	71
2022 Q4	$705K	Buy	+33,300	New	+$788K	0.16%	110

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

Strategic Advisors's BXMT Position: Q1 2025 in Review

Strategic Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q1 2025, closing a stake of 41,650 shares — an estimated $725K sold.

Strategic Advisors first reported a position in BXMT in Q4 2022 and held it in 9 quarters. The position peaked at $1.8M in Q3 2023. 329 funds tracked by Wall St. Rank hold BXMT as of Q1 2025.

Strategic Advisors reported no remaining Blackstone Mortgage Trust position as of Q1 2025 after selling out during the quarter.
Strategic Advisors sold 41,650 Blackstone Mortgage Trust shares in Q1 2025, an estimated $725K.
Strategic Advisors first reported a position in Blackstone Mortgage Trust in Q4 2022 and held it in 9 quarters.
Strategic Advisors's Blackstone Mortgage Trust position peaked at $1.8M in Q3 2023.
329 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2025.

Based on Strategic Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.