Blackstone Mortgage TR (bxmt 5.5 03/15/27)

13F holders, Q4 2025 (December 31)
18holders +5
7new positions
1sold out
$0.99avg. 13F price*

At the end of Q4 2025, 18 institutions reported holding Blackstone Mortgage TR (bxmt 5.5 03/15/27) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 1 sold out. The largest holders were Financial Consulate, Inc. ($948K), Bank of New York Mellon Corp ($294K) and Left Brain Wealth Management, LLC ($219K).

Company
Blackstone Mortgage TR (bxmt 5.5 03/15/27)
CUSIP
09257WAE0
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 8Q1 2024Q2 2024: 10Q2 2024Q3 2024: 9Q3 2024Q4 2024: 11Q4 2024Q1 2025: 12Q1 2025Q2 2025: 13Q2 2025Q3 2025: 13Q3 2025Q4 2025: 18Q4 2025Q1 2026: 20Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$172K
Exits1$25K

All 13F filers, Q3 2025 → Q4 2025: 214,875 shares bought and 59,000 shares sold, net +155,875 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders
Financial Consulate, Inc. 0.13% Reduce -3.3% 953,000 $948K
Bank of New York Mellon Corp 0.00% No change 300,000 $294K
Left Brain Wealth Management, LLC 0.08% No change 220,000 $219K
&partners 0.00% Reduce -1.2% 167,000 $165K
Cetera Investment Advisers 0.00% No change 98,000 $97K
Clearstead Advisors, LLC 0.00% New 80,000 $79K
Wealthspire Advisors, LLC 0.00% Add +170.8% 65,000 $65K
Kestra Private Wealth Services, LLC 0.00% No change 50,000 $50K
Commonwealth Equity Services, LLC 0.00% New 40,000 $39K
Northside Capital Management, LLC 0.00% No change 28,000 $27K
Cambridge Investment Research Advisors, Inc. 0.00% New 15,000 $15K
TRUE Private Wealth Advisors 0.00% New 13,000 $13K
Focus Partners Wealth 0.00% New 12,000 $12K
NewEdge Advisors, LLC 0.00% New 11,000 $11K
Ayrshire Capital Management LLC 0.00% No change 10,000 $10K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,000 $3K
Laffer Tengler Investments, Inc. 0.00% New 2,875 $3K
Rockefeller Capital Management L.P. 0.00% No change 2,000 $2K

"% 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.