BXMT β€” BLACKSTONE MTG TR INC

Ownership history in Beacon Pointe Advisors, LLC  Β·  15 quarters on record

AI Ownership Summary

Beacon Pointe Advisors, LLC reported BLACKSTONE MTG TR INC (BXMT) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows BXMT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BXMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Pointe Advisors, LLC's position in BLACKSTONE MTG TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BXMT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Pointe Advisors, LLC held BXMT β€” position size vs. price
% of Fund (quarterly)    BXMT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,209 -6,907 -36.1% 0.00% $225K 2025-11-14 $17.62
2025 Q2 REDUCED 19,116 -5,236 -21.5% 0.00% $368K 2025-08-13 $17.97
2025 Q1 ADDED 24,352 +65 +0.3% 0.01% $487K 2025-05-13 $17.90
2024 Q4 REDUCED 24,287 -301 -1.2% 0.00% $423K 2025-02-14 $17.99
2024 Q3 REDUCED 24,588 -2,619 -9.6% 0.01% $467K 2024-11-14 $15.65
2024 Q2 REDUCED 27,207 -1,965 -6.7% 0.01% $474K 2024-08-12 $14.37
2024 Q1 ADDED 29,172 +10,491 +56.2% 0.01% $581K 2024-05-14 $15.10
2023 Q4 REDUCED 18,681 -41,106 -68.8% 0.00% $397K 2024-02-08 $14.59
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BXMT

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 0.07%

FAQ About Beacon Pointe Advisors, LLC and BXMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Pointe Advisors, LLC reported owning BXMT?

Beacon Pointe Advisors, LLC reported BXMT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BXMT position in Beacon Pointe Advisors, LLC's portfolio?

The largest reported portfolio weight for BXMT was 0.01% in 2024 Q1.

What is the latest reported BXMT position on this page?

The most recent filing on this page is 2025 Q3, when Beacon Pointe Advisors, LLC reported 12,209 shares, equal to 0.00% of portfolio, with an estimated market value of $225K.

What does the chart on this BXMT ownership page compare?

The chart compares Beacon Pointe Advisors, LLC's quarterly BXMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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