North Ground Capital BXMT β€” BLACKSTONE MTG TR INC

Ownership history in North Ground Capital  Β·  2 quarters on record

AI Ownership Summary

North Ground Capital reported BLACKSTONE MTG TR INC (BXMT) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.53% in 2024 Q4. The latest visible filing shows BXMT at 2.16% 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.

What this BXMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Ground Capital'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 Q2

BXMT was reported at 2.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 North Ground Capital 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 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 106,400 -28,600 -21.2% 2.16% $1.8M 2026-08-13 $14.50
2024 Q4 INITIATED β€” β€” β€” 135,000 β€” β€” 2.53% $2.4M 2025-02-14 $17.51

FAQ About North Ground Capital and BXMT

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

How long has North Ground Capital reported owning BXMT?

North Ground Capital reported BXMT across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported BXMT position in North Ground Capital's portfolio?

The largest reported portfolio weight for BXMT was 2.53% in 2024 Q4.

What is the latest reported BXMT position on this page?

The most recent filing on this page is 2026 Q2, when North Ground Capital reported 106,400 shares, equal to 2.16% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BXMT ownership page compare?

The chart compares North Ground Capital'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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