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Summit Securities Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Summit Securities Group’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 		– Sell
-900
Closed -$17.2K – 1076
2025
Q4 		$17.2K Buy
+900
New +$17.1K ﹤0.01% 827
2025
Q3 		– Sell
-2,200
Closed -$42.4K – 1057
2025
Q2 		$42.4K Buy
2,200
+1,400
+175% +$26.5K 0.01% 558
2025
Q1 		$16K Sell
800
-4,400
-85% -$85.1K ﹤0.01% 496
2024
Q4 		$90.5K Buy
+5,200
New +$96.1K 0.02% 239
2024
Q3 		– Sell
-600
Closed -$11K – 604
2024
Q2 		$10K Buy
600
+400
+200% +$7.22K ﹤0.01% 438
2024
Q1 		$4K Sell
200
-7,600
-97% -$153K ﹤0.01% 378
2023
Q4 		$166K Buy
7,800
+4,700
+152% +$101K 0.02% 274
2023
Q3 		$67K Sell
3,100
-11,900
-79% -$264K 0.01% 246
2023
Q2 		$312K Buy
15,000
+14,875
+11,900% +$273K 0.04% 176
2023
Q1 		$2K Buy
+125
New +$2.67K ﹤0.01% 735
2021
Q3 		– Sell
-6,800
Closed -$216K – 701
2021
Q2 		$217K Buy
+6,800
New +$219K 0.02% 637
2021
Q1 		– Sell
-11,000
Closed -$303K – 581
2020
Q4 		$303K Buy
+11,000
New +$278K 0.03% 454

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return

Summit Securities Group's BXMT Position: Q1 2026 in Review

Summit Securities Group sold out of Blackstone Mortgage Trust (BXMT) in Q1 2026, closing a stake of 900 shares — an estimated $17.2K sold.

Summit Securities Group first reported a position in BXMT in Q4 2020 and held it in 12 quarters. The position peaked at $312K in Q2 2023. 337 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Summit Securities Group reported no remaining Blackstone Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 900 Blackstone Mortgage Trust shares in Q1 2026, an estimated $17.2K.
  • Summit Securities Group first reported a position in Blackstone Mortgage Trust in Q4 2020 and held it in 12 quarters.
  • Summit Securities Group's Blackstone Mortgage Trust position peaked at $312K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.