SSG
BXMT icon

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
-200
Closed -$3.83K – 1077
2025
Q4 		$3.83K Buy
+200
New +$3.79K ﹤0.01% 943
2025
Q1 		– Sell
-27,500
Closed -$479K – 825
2024
Q4 		$479K Hold
27,500
– – 0.1% 140
2024
Q3 		$523K Buy
+27,500
New +$505K 0.14% 93
2024
Q1 		– Sell
-53,800
Closed -$1.14M – 505
2023
Q4 		$1.14M Buy
+53,800
New +$1.16M 0.1% 129
2022
Q1 		– Sell
-1,000
Closed -$31K – 1122
2021
Q4 		$31K Buy
1,000
+899
+890% +$28.6K ﹤0.01% 754
2021
Q3 		$306K Buy
+101
New +$3.21K 0.02% 525

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

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. 336 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.
  • 336 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.