Blackstone Mortgage TR (bxmt 5.5 03/15/27)
13F holders, Q2 2026 (June 30)18holders −2
4new positions
7sold out
$1.00avg. 13F price*
At the end of Q2 2026, 18 institutions reported holding Blackstone Mortgage TR (bxmt 5.5 03/15/27) in their 13F filings, down 2 from Q1 2026. 4 opened new positions and 7 sold out. The largest holders were Financial Consulate, Inc. ($1.0M), HB Wealth Management, LLC ($455K) and &partners ($329K).
- Company
- Blackstone Mortgage TR (bxmt 5.5 03/15/27)
- CUSIP
- 09257WAE0
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $60K |
| Exits | 7 | $5.7M |
All 13F filers, Q1 2026 → Q2 2026: 112,814 shares bought and 5,730,000 shares sold, net −5,617,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Financial Consulate, Inc. | 0.11% | Add +5.5% | 1,006,000 | $1.0M |
| HB Wealth Management, LLC | 0.00% | No change | 459,000 | $455K |
| &partners | 0.00% | Add +0.3% | 331,000 | $329K |
| Left Brain Wealth Management, LLC | 0.07% | No change | 220,000 | $222K |
| Cetera Investment Advisers | 0.00% | No change | 98,000 | $98K |
| Hancock Whitney Corp. | 0.00% | No change | 50,000 | $50K |
| Harbour Investments, Inc. | 0.00% | No change | 50,000 | $50K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 50,000 | $50K |
| Northern Trust Corp. | 0.00% | New | 34,000 | $34K |
| Northside Capital Management, LLC | 0.00% | No change | 28,000 | $28K |
| Allied Private Wealth LLC | 0.02% | — | 25,000 | $25K |
| Bokf, NA | 0.00% | No change | 25,000 | $25K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 15,000 | $15K |
| Greenspring Advisors, LLC | 0.00% | New | 13,000 | $13K |
| TRUE Private Wealth Advisors | 0.00% | No change | 13,000 | $13K |
| Lanark Financial, Inc. | 0.00% | New | 10,000 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,000 | $3K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,814 | $3K |
"% of holder's portfolio" is BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27)'s weight in each manager's 13F, not the share of Blackstone Mortgage TR (bxmt 5.5 03/15/27) the manager owns.