Filing Research | BXMT - BLACKSTONE MORTGAGE TRUST IN Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	Dupree Financial Group, LLC	Shares	322.5KSH	$5.5M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	310.3KSH	$5.3M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	293.3KSH	$5.0M
4	WOLFF WIESE MAGANA LLC	Shares	82.7KSH	$1.4M
5	Louisiana State Employees Retirement System	Shares	68.5KSH	$1.2M
6	True North Advisors, LLC	Shares	63.0KSH	$1.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	47.7KSH	$807.9K
8	Sequoia Financial Advisors, LLC	Shares	46.7KSH	$791.9K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.0KSH	$712.1K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	37.1KSH	$628.1K
11	JBR Co Financial Management Inc	Shares	35.9KSH	$607.7K
12	MBM WEALTH CONSULTANTS, LLC	Shares	26.6KSH	$450.2K
13	WORLD EQUITY GROUP, INC.	Shares	25.8KSH	$437.8K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.6KSH	$437.1K
15	NAPLES GLOBAL ADVISORS, LLC	Shares	22.8KSH	$387.7K
16	KENNICOTT CAPITAL MANAGEMENT LLC	Shares	19.9KSH	$337.3K
17	CARY STREET PARTNERS FINANCIAL LLC	Shares	19.0KSH	$322.9K
18	Bright Futures Wealth Management, LLC.	Shares	17.0KSH	$287.9K
19	Crumly & Associates Inc.	Shares	16.3KSH	$276.1K
20	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	13.8KSH	$233.3K
21	Amplius Wealth Advisors, LLC	Shares	13.6KSH	$231.2K
22	Oakworth Capital, Inc.	Shares	9.6KSH	$162.8K
23	Vision Retirement, LLC	Shares	7.9KSH	$133.5K
24	IFP Advisors, Inc	Shares	6.0KSH	$102.4K
25	Union Bancaire Privee, UBP SA	Shares	5.0KSH	$76.3K
26	GAMMA Investing LLC	Shares	4.5KSH	$75.5K
27	Mountain Hill Investment Partners Corp.	Shares	3.7KSH	$62.7K
28	SIGNATUREFD, LLC	Shares	3.6KSH	$60.4K
29	Bogart Wealth, LLC	Shares	2.8KSH	$47.5K
30	Central Pacific Bank - Trust Division	Shares	2.0KSH	$33.9K
31	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	1.5KSH	$25.4K
32	Farther Finance Advisors, LLC	Shares	1.5KSH	$24.9K
33	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$19.9K
34	LANARK FINANCIAL, INC.	Shares	610SH	$10.3K
35	Versant Capital Management, Inc	Shares	552SH	$9.4K
36	Aventura Private Wealth, LLC	Shares	540SH	$9.2K
37	WEBSTER BANK, N. A.	Shares	508SH	$8.6K
38	HM PAYSON & CO	Shares	500SH	$8.5K
39	SOA Wealth Advisors, LLC.	Shares	455SH	$7.7K
40	Crewe Advisors LLC	Shares	361SH	$6.1K
41	Triumph Capital Management	Shares	319SH	$5.4K
42	GODSEY & GIBB, INC	Shares	300SH	$5.1K
43	ST GERMAIN D J CO INC	Shares	250SH	$4.2K
44	Allied Private Wealth LLC	Shares	240SH	$4.1K
45	High Note Wealth, LLC	Shares	224SH	$3.8K
46	SHIKIAR ASSET MANAGEMENT INC	Shares	204.9KSH	$3.5K
47	MassMutual Private Wealth & Trust, FSB	Shares	185SH	$3.1K
48	VSM Wealth Advisory, LLC	Shares	181SH	$3.1K
49	JFS WEALTH ADVISORS, LLC	Shares	119SH	$2.1K
50	FARMERS & MERCHANTS INVESTMENTS INC	Shares	105SH	$1.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 69 loaded

#		Instrument
1	WOLFF WIESE MAGANA LLC added	Shares	+80.6K	+$1.4M	$1.4M
2	True North Advisors, LLC new	Shares	+63.0K	+$1.1M	$1.1M
3	KENNICOTT CAPITAL MANAGEMENT LLC new	Shares	+19.9K	+$337.3K	$337.3K
4	Oakworth Capital, Inc. new	Shares	+9.6K	+$162.8K	$162.8K
5	JBR Co Financial Management Inc added	Shares	+8.5K	+$84.5K	$607.7K
6	MBM WEALTH CONSULTANTS, LLC added	Shares	+3.4K	+$5.8K	$450.2K
7	JFS WEALTH ADVISORS, LLC new	Shares	+119	+$2.1K	$2.1K
8	SJS Investment Consulting Inc. added	Shares	+24	+$350	$848
9	Davis Capital Management new	Shares	+8	+$136	$136
10	SHIKIAR ASSET MANAGEMENT INC added	Shares	+30.2K	+$127	$3.5K
11	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$2
12	First PREMIER Bank unchanged	Shares	0	-$23	$175
13	Hughes Financial Services, LLC trimmed	Shares	-1	-$23	$34
14	Handelsbanken Fonder AB added	Shares	+4.1K	-$48	$972
15	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+7.3K	-$59	$1.5K
16	Abound Wealth Management trimmed	Shares	-4	-$88	$85
17	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$94	$729
18	Torren Management, LLC unchanged	Shares	0	-$146	$1.2K
19	AMALGAMATED BANK trimmed	Shares	-3.6K	-$161	$714
20	Spire Wealth Management unchanged	Shares	0	-$220	$1.7K
21	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$231	$1.8K
22	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-12	-$285	$424
23	VSM Wealth Advisory, LLC unchanged	Shares	0	-$398	$3.1K
24	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$407	$3.1K
25	Triumph Capital Management added	Shares	+21	-$440	$5.4K
26	High Note Wealth, LLC unchanged	Shares	0	-$493	$3.8K
27	FINANCIAL CONSULATE, INC exited	Shares	-27	-$518	$0
28	ST GERMAIN D J CO INC unchanged	Shares	0	-$550	$4.2K
29	State of Alaska, Department of Revenue trimmed	Shares	-27.2K	-$633	$872
30	GODSEY & GIBB, INC unchanged	Shares	0	-$660	$5.1K
31	Crewe Advisors LLC unchanged	Shares	0	-$795	$6.1K
32	SOA Wealth Advisors, LLC. added	Shares	+10	-$802	$7.7K
33	Aventura Private Wealth, LLC added	Shares	+12	-$952	$9.2K
34	HM PAYSON & CO unchanged	Shares	0	-$1.1K	$8.5K
35	WEBSTER BANK, N. A. unchanged	Shares	0	-$1.1K	$8.6K
36	Versant Capital Management, Inc unchanged	Shares	0	-$1.2K	$9.4K
37	LANARK FINANCIAL, INC. unchanged	Shares	0	-$1.3K	$10.3K
38	IFP Advisors, Inc added	Shares	+468	-$4.3K	$102.4K
39	Central Pacific Bank - Trust Division unchanged	Shares	0	-$4.4K	$33.9K
40	Bogart Wealth, LLC unchanged	Shares	0	-$6.2K	$47.5K
41	Mountain Hill Investment Partners Corp. added	Shares	+85	-$6.5K	$62.7K
42	Union Bancaire Privee, UBP SA unchanged	Shares	0	-$7.8K	$76.3K
43	GAMMA Investing LLC added	Shares	+56	-$8.7K	$75.5K
44	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.8K	-$16.6K	$387.7K
45	Police & Firemen's Retirement System of New Jersey added	Shares	+4.6K	-$17.6K	$807.9K
46	EverSource Wealth Advisors, LLC trimmed	Shares	-814	-$18.2K	$19.9K
47	Amplius Wealth Advisors, LLC added	Shares	+314	-$24.0K	$231.2K
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+627	-$30.1K	$437.1K
49	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	-$30.3K	$233.3K
50	Vision Retirement, LLC trimmed	Shares	-745	-$31.6K	$133.5K

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