WA
BXMT icon

Whipplewood Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Whipplewood Advisors’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 		$394K Buy
20,551
+1,158
+6% +$22.3K 0.2% 94
2025
Q4 		$371K Buy
19,393
+9,089
+88% +$172K 0.24% 95
2025
Q3 		$190K Sell
10,304
-128
-1% -$2.47K 0.12% 123
2025
Q2 		$201K Buy
10,432
+4,443
+74% +$84.2K 0.11% 168
2025
Q1 		$214K Sell
5,989
-4,606
-43% -$89K 0.13% 149
2024
Q4 		$184K Buy
+10,595
New +$196K 0.1% 169

Other funds holding BXMT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B 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 $2.9T AUM 29.55% 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 $564B 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