Blackstone Mortgage TR (bxmt 5.5 03/15/27)
13F holders, Q1 2025 (March 31)12holders +1
5new positions
3sold out
$0.97avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Blackstone Mortgage TR (bxmt 5.5 03/15/27) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Bank of New York Mellon Corp ($293K), Left Brain Wealth Management, LLC ($214K) and &partners ($184K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $369K |
| Exits | 3 | $5.5M |
All 13F filers, Q4 2024 → Q1 2025: 380,001 shares bought and 5,752,000 shares sold, net −5,371,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Bank of New York Mellon Corp | 0.00% | No change | 300,000 | $293K |
| Left Brain Wealth Management, LLC | 0.09% | No change | 220,000 | $214K |
| &partners | 0.00% | Reduce -4.0% | 190,000 | $184K |
| Northern Trust Corp. | 0.00% | New | 128,000 | $124K |
| Wealthspire Advisors, LLC | 0.00% | New | 102,000 | $99K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 65,000 | $63K |
| Clare Market Investments LLC | 0.01% | New | 50,000 | $48K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 35,000 | $34K |
| Northside Capital Management, LLC | 0.00% | No change | 28,000 | $27K |
| Bokf, NA | 0.00% | No change | 25,000 | $24K |
| Lanark Financial, Inc. | 0.00% | — | 19,000 | $18K |
| Laffer Tengler Investments, Inc. | 0.00% | Add +0.0% | 2,991 | $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.