Wealthspire Advisors (New York)’s Blackstone Mortgage Trust BXMT Stock Holding History

Wealthspire Advisors (New York)’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	$365K	Buy	21,515 +6,180	+40%	+$115K	﹤0.01%	919
2026 Q1	$294K	Buy	+15,335	New	+$296K	﹤0.01%	735
2025 Q4	–	Sell	-279	Closed	-$5.14K	–	1299
2025 Q3	$5.14K	Buy	+279	New	+$5.38K	﹤0.01%	2326
2021 Q3	–	Sell	-13,000	Closed	-$415K	–	582
2021 Q2	$415K	Hold	13,000	–	–	0.01%	246
2021 Q1	$403K	Buy	+13,000	New	+$378K	0.01%	455

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s BXMT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Blackstone Mortgage Trust (BXMT) stake by 40% in Q2 2026, buying an estimated $115K and bringing the position to 21,515 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Wealthspire Advisors (New York) first reported a position in BXMT in Q1 2021 and has held it in 5 quarters since. The position peaked at $415K in Q2 2021. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Wealthspire Advisors (New York) held 21,515 shares of Blackstone Mortgage Trust worth $365K as of Q2 2026.
Wealthspire Advisors (New York) bought 6,180 Blackstone Mortgage Trust shares in Q2 2026, an estimated $115K.
Blackstone Mortgage Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #919 holding.
Wealthspire Advisors (New York) first reported a position in Blackstone Mortgage Trust in Q1 2021 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Blackstone Mortgage Trust position peaked at $415K in Q2 2021.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.