Blackstone Mortgage TR (bxmt 5.5 03/15/27)
13F holders, Q1 2026 (March 31)20holders +2
7new positions
5sold out
$0.99avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Blackstone Mortgage TR (bxmt 5.5 03/15/27) in their 13F filings, up 2 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Ssi Investment Management LLC ($5.5M), Financial Consulate, Inc. ($948K) and HB Wealth Management, LLC ($455K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.2M |
| Exits | 5 | $389K |
All 13F filers, Q4 2025 → Q1 2026: 6,392,000 shares bought and 436,875 shares sold, net +5,955,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Ssi Investment Management LLC | 0.46% | New | 5,604,000 | $5.5M |
| Financial Consulate, Inc. | 0.12% | Add +0.1% | 954,000 | $948K |
| HB Wealth Management, LLC | 0.00% | New | 459,000 | $455K |
| &partners | 0.00% | Add +97.6% | 330,000 | $327K |
| Left Brain Wealth Management, LLC | 0.09% | No change | 220,000 | $219K |
| Cetera Investment Advisers | 0.00% | No change | 98,000 | $97K |
| Hancock Whitney Corp. | 0.00% | New | 50,000 | $50K |
| Harbour Investments, Inc. | 0.00% | New | 50,000 | $50K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 50,000 | $50K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 40,000 | $40K |
| Northside Capital Management, LLC | 0.00% | No change | 28,000 | $28K |
| Keystone Financial Group | 0.00% | New | 25,000 | $25K |
| Bokf, NA | 0.00% | New | 25,000 | $25K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -63.1% | 24,000 | $24K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 15,000 | $15K |
| Alliancebernstein L.P. | 0.00% | New | 15,000 | $15K |
| TRUE Private Wealth Advisors | 0.00% | No change | 13,000 | $13K |
| Ayrshire Capital Management LLC | 0.01% | No change | 10,000 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,000 | $3K |
| Focus Partners Wealth | 0.00% | No change | 12,000 | $0 |
"% 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.