UBS Group’s Blackstone Mortgage Trust BXMT Stock Holding History

UBS 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
2024 Q1	–	Sell	-20,000	Closed	-$425K	–	9359
2023 Q4	$425K	Hold	20,000	–	–	﹤0.01%	5226
2023 Q3	$435K	Buy	+20,000	New	+$444K	﹤0.01%	4763
2022 Q3	–	Sell	-53,400	Closed	-$1.48M	–	10358
2022 Q2	$1.48M	Buy	+53,400	New	+$1.62M	﹤0.01%	3390
2021 Q2	–	Sell	-50,000	Closed	-$1.55M	–	9398
2021 Q1	$1.55M	Buy	+50,000	New	+$1.45M	﹤0.01%	3818
2019 Q4	–	Sell	-17,800	Closed	-$638K	–	8113
2019 Q3	$638K	Hold	17,800	–	–	﹤0.01%	4346
2019 Q2	$633K	Buy	+17,800	New	+$633K	﹤0.01%	4121
2017 Q1	–	Sell	-55,000	Closed	-$1.65M	–	7644
2016 Q4	$1.65M	Buy	+55,000	New	+$1.64M	﹤0.01%	3088

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's BXMT Position: Q1 2026 in Review

UBS Group increased its Blackstone Mortgage Trust (BXMT) stake by 47% in Q1 2026, buying an estimated $14.1M and bringing the position to 2,288,199 shares worth $43.8M. The position accounts for 0.01% of the portfolio, ranked #1783.

UBS Group first reported a position in BXMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $56.7M in Q3 2025. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

UBS Group held 2,288,199 shares of Blackstone Mortgage Trust worth $43.8M as of Q1 2026.
UBS Group bought 733,137 Blackstone Mortgage Trust shares in Q1 2026, an estimated $14.1M.
Blackstone Mortgage Trust made up 0.01% of UBS Group's portfolio in Q1 2026, its #1783 holding.
UBS Group first reported a position in Blackstone Mortgage Trust in Q4 2014 and has held it in 46 quarters since.
UBS Group's Blackstone Mortgage Trust position peaked at $56.7M in Q3 2025.
336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.