Ownership history in John & Kathleen Schreiber Foundation Β· 17 quarters on record
This page tracks every 13F SEC filing in which John & Kathleen Schreiber Foundation reported a position in BLACKSTONE MORTGAGE TRUST INC (BXMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π John & Kathleen Schreiber Foundation underperformed the S&P 500 by β5.5% annually on this BXMT position. Timing score: 75% (3/4 decisions correct). Average cost basis: $16.94. Maximum drawdown during holding period: β37.3%.
β Significantly underperformed the S&P 500 by 5.5% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $15.11 (2022 Q4) Β· Worst: $19.89 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 2 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π John & Kathleen Schreiber Foundation has been actively increasing its BXMT allocation β a bullish signal from insiders.
Currently 4.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size