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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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s BXMT Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Blackstone Mortgage Trust (BXMT) in Q1 2026: 15,335 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BXMT as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in BXMT in Q1 2021 and has held it in 4 quarters since. The position peaked at $415K in Q2 2021. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Wealthspire Advisors (New York) held 15,335 shares of Blackstone Mortgage Trust worth $294K as of Q1 2026.
  • Blackstone Mortgage Trust was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #735 holding.
  • Wealthspire Advisors (New York) first reported a position in Blackstone Mortgage Trust in Q1 2021 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Blackstone Mortgage Trust position peaked at $415K in Q2 2021.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.