Wealth Enhancement Advisory Services
BXMT icon

Wealth Enhancement Advisory Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$437K Buy
25,638
+627
+3% +$11.7K ﹤0.01% 2821
2026
Q1 		$467K Buy
25,011
+1,971
+9% +$38K ﹤0.01% 2368
2025
Q4 		$445K Buy
23,040
+7,143
+45% +$135K ﹤0.01% 2570
2025
Q3 		$292K Sell
15,897
-20,896
-57% -$403K ﹤0.01% 2827
2025
Q2 		$730K Buy
36,793
+5,415
+17% +$103K ﹤0.01% 1940
2025
Q1 		$628K Sell
31,378
-9,503
-23% -$184K ﹤0.01% 1885
2024
Q4 		$712K Buy
40,881
+11,927
+41% +$221K ﹤0.01% 1747
2024
Q3 		$550K Sell
28,954
-43
-0.1% -$790 ﹤0.01% 1767
2024
Q2 		$505K Buy
28,997
+1,648
+6% +$29.7K ﹤0.01% 1647
2024
Q1 		$545K Sell
27,349
-796
-3% -$16K ﹤0.01% 1534
2023
Q4 		$599K Sell
28,145
-7,936
-22% -$171K ﹤0.01% 1407
2023
Q3 		$785K Buy
+36,081
New +$800K ﹤0.01% 1195

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's BXMT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Blackstone Mortgage Trust (BXMT) stake by 2.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 25,638 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Wealth Enhancement Advisory Services first reported a position in BXMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $785K in Q3 2023. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,638 shares of Blackstone Mortgage Trust worth $437K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 627 Blackstone Mortgage Trust shares in Q2 2026, an estimated $11.7K.
  • Blackstone Mortgage Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2821 holding.
  • Wealth Enhancement Advisory Services first reported a position in Blackstone Mortgage Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Blackstone Mortgage Trust position peaked at $785K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.