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
2023 Q2	–	Sell	-82,300	Closed	-$1.47M	–	8966
2023 Q1	$1.47M	Buy	+82,300	New	+$1.76M	﹤0.01%	3749
2022 Q2	–	Sell	-28,000	Closed	-$890K	–	10348
2022 Q1	$890K	Sell	28,000 -4,700	-14%	-$148K	﹤0.01%	4219
2021 Q4	$1M	Sell	32,700 -29,500	-47%	-$938K	﹤0.01%	4395
2021 Q3	$1.89M	Buy	+62,200	New	+$1.97M	﹤0.01%	3618
2021 Q2	–	Sell	-50,000	Closed	-$1.55M	–	9399
2021 Q1	$1.55M	Buy	+50,000	New	+$1.45M	﹤0.01%	3819
2020 Q1	–	Sell	-53,100	Closed	-$1.98M	–	7980
2019 Q4	$1.98M	Buy	+53,100	New	+$1.93M	﹤0.01%	3555
2019 Q3	–	Sell	-53,100	Closed	-$1.89M	–	3335
2019 Q2	$1.89M	Buy	+53,100	New	+$1.89M	﹤0.01%	3201

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.