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Strategic Family Wealth Counselors’s Blackstone Mortgage Trust BXMT Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$690K Buy
36,039
+340
+1% +$6.56K 0.18% 87
2025
Q4 		$691K Buy
35,699
+11,986
+51% +$227K 0.16% 99
2025
Q3 		$437K Buy
+23,713
New +$458K 0.11% 104
2025
Q1 		– Sell
-11,382
Closed -$198K – 139
2024
Q4 		$198K Sell
11,382
-6,142
-35% -$114K 0.06% 135
2024
Q3 		$333K Sell
17,524
-202
-1% -$3.71K 0.12% 94
2024
Q2 		$309K Buy
17,726
+3,376
+24% +$60.9K 0.12% 91
2024
Q1 		$286K Buy
+14,350
New +$289K 0.11% 89
2023
Q4 		– Sell
-11,139
Closed -$242K – 118
2023
Q3 		$242K Buy
11,139
+457
+4% +$10.1K 0.12% 89
2023
Q2 		$222K Buy
10,682
+464
+5% +$8.53K 0.1% 99
2023
Q1 		$182K Buy
10,218
+348
+4% +$7.42K 0.09% 104
2022
Q4 		$209K Buy
+9,870
New +$234K 0.1% 99
2022
Q3 		– Sell
-7,804
Closed -$216K – 93
2022
Q2 		$216K Buy
7,804
+6
+0.1% +$182 0.1% 87
2022
Q1 		$248K Buy
7,798
+20
+0.3% +$628 0.1% 87
2021
Q4 		$238K Buy
7,778
+146
+2% +$4.64K 0.08% 91
2021
Q3 		$231K Buy
7,632
+148
+2% +$4.7K 0.08% 84
2021
Q2 		$239K Buy
+7,484
New +$241K 0.08% 74

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Strategic Family Wealth Counselors's BXMT Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Blackstone Mortgage Trust (BXMT) stake by 0.95% in Q1 2026, buying an estimated $6.56K and bringing the position to 36,039 shares worth $690K. The position accounts for 0.18% of the portfolio, ranked #87.

Strategic Family Wealth Counselors first reported a position in BXMT in Q2 2021 and has held it in 16 quarters since. The position peaked at $691K in Q4 2025. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Strategic Family Wealth Counselors held 36,039 shares of Blackstone Mortgage Trust worth $690K as of Q1 2026.
  • Strategic Family Wealth Counselors bought 340 Blackstone Mortgage Trust shares in Q1 2026, an estimated $6.56K.
  • Blackstone Mortgage Trust made up 0.18% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #87 holding.
  • Strategic Family Wealth Counselors first reported a position in Blackstone Mortgage Trust in Q2 2021 and has held it in 16 quarters since.
  • Strategic Family Wealth Counselors's Blackstone Mortgage Trust position peaked at $691K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.