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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
Q2 		$315K Sell
18,577
-1,974
-10% -$36.9K 0.21% 88
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 $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

Whipplewood Advisors's BXMT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Blackstone Mortgage Trust (BXMT) stake by 9.6% in Q2 2026, selling an estimated $36.9K and leaving 18,577 shares worth $315K. The position accounts for 0.21% of the portfolio, ranked #88.

Whipplewood Advisors first reported a position in BXMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q1 2026. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Whipplewood Advisors held 18,577 shares of Blackstone Mortgage Trust worth $315K as of Q2 2026.
  • Whipplewood Advisors sold 1,974 Blackstone Mortgage Trust shares in Q2 2026, an estimated $36.9K.
  • Blackstone Mortgage Trust made up 0.21% of Whipplewood Advisors's portfolio in Q2 2026, its #88 holding.
  • Whipplewood Advisors first reported a position in Blackstone Mortgage Trust in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Blackstone Mortgage Trust position peaked at $394K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.