BXMT β€” BLACKSTONE MTG TR INC

Ownership history in Claro Advisors Inc.  Β·  6 quarters on record

AI Ownership Summary

Claro Advisors Inc. reported BLACKSTONE MTG TR INC (BXMT) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows BXMT at 0.11% 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 Claro Advisors Inc.'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
2026 Q1

BXMT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Claro Advisors Inc. held BXMT β€” position size vs. price
% of Fund (quarterly)    BXMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 48,861 +4,217 +9.4% 0.11% $936K 2026-04-21 $19.93
2025 Q4 ADDED 44,644 +3,036 +7.3% 0.12% $854K 2026-02-17 $19.18
2025 Q3 ADDED 41,608 +3,308 +8.6% 0.11% $766K 2025-11-12 $17.54
2025 Q2 ADDED 38,300 +2,550 +7.1% 0.12% $737K 2025-08-05 $17.53
2025 Q1 ADDED 35,750 +35,650 +35650.0% 0.10% $715K 2025-05-12 $17.81
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Claro Advisors Inc. and BXMT

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

How long has Claro Advisors Inc. reported owning BXMT?

Claro Advisors Inc. reported BXMT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BXMT position in Claro Advisors Inc.'s portfolio?

The largest reported portfolio weight for BXMT was 0.12% in 2025 Q2.

What is the latest reported BXMT position on this page?

The most recent filing on this page is 2026 Q1, when Claro Advisors Inc. reported 48,861 shares, equal to 0.11% of portfolio, with an estimated market value of $936K.

What does the chart on this BXMT ownership page compare?

The chart compares Claro Advisors Inc.'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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