Wiser Advisor Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Wiser Advisor Group’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	$10.7K	Buy	634 +15	+2%	+$280	0.01%	169
2026 Q1	$11.9K	Buy	619 +15	+2%	+$289	0.01%	156
2025 Q4	$11.6K	Buy	604 +15	+3%	+$284	0.01%	167
2025 Q3	$10.8K	Buy	+589	New	+$11.4K	0.01%	170
2025 Q2	–	Sell	-561	Closed	-$11.2K	–	75
2025 Q1	$11.2K	Buy	561 +14	+3%	+$271	0.02%	175
2024 Q4	$9.53K	Buy	547 +14	+3%	+$259	0.01%	182
2024 Q3	$10.1K	Buy	533 +16	+3%	+$294	0.02%	185
2024 Q2	$9K	Buy	517 +17	+3%	+$307	0.01%	199
2024 Q1	$9.96K	Buy	+500	New	+$10.1K	0.02%	191

Other funds holding BXMT

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wiser Advisor Group's BXMT Position: Q2 2026 in Review

Wiser Advisor Group increased its Blackstone Mortgage Trust (BXMT) stake by 2.4% in Q2 2026, buying an estimated $280 and bringing the position to 634 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #169.

Wiser Advisor Group first reported a position in BXMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.9K in Q1 2026. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Wiser Advisor Group held 634 shares of Blackstone Mortgage Trust worth $10.7K as of Q2 2026.
Wiser Advisor Group bought 15 Blackstone Mortgage Trust shares in Q2 2026, an estimated $280.
Blackstone Mortgage Trust made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #169 holding.
Wiser Advisor Group first reported a position in Blackstone Mortgage Trust in Q1 2024 and has held it in 9 quarters since.
Wiser Advisor Group's Blackstone Mortgage Trust position peaked at $11.9K in Q1 2026.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.