SPIRIT OF AMERICA MANAGEMENT CORP/NY BXMT — Blackstone Mortgage Trust, Inc.

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  45 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported Blackstone Mortgage Trust, Inc. (BXMT) in 45 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows BXMT at 0.04% 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 SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in Blackstone Mortgage Trust, 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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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 SPIRIT OF AMERICA MANAGEMENT CORP/NY held BXMT — position size vs. price
% of Fund (quarterly)    BXMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 13,765 — 0% 0.04% $233K 2026-07-14 $16.45
2026 Q1 UNCHANGED — — — 13,765 — 0% 0.05% $264K 2026-04-15 $18.83
2025 Q4 UNCHANGED — — — 13,765 — 0% 0.06% $263K 2026-01-15 $17.80
2025 Q3 UNCHANGED — — — 13,765 — 0% 0.05% $253K 2025-10-15 $16.50
2025 Q2 UNCHANGED — — — 13,765 — 0% 0.06% $265K 2025-07-29 $16.83
2025 Q1 REDUCED 12.7% -1.4% ✅ 13,765 -2,000 -12.7% 0.06% $275K 2025-04-21 $15.44
2024 Q4 REDUCED 6.0% +17.7% ❌ 15,765 -1,000 -6.0% 0.06% $274K 2025-01-27 $15.09
2024 Q3 UNCHANGED — — — 16,765 — 0% 0.06% $319K 2024-10-23 $15.40
2024 Q2 REDUCED 32.3% +11.8% ❌ 16,765 -8,000 -32.3% 0.06% $292K 2024-07-25 $13.70
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BXMT

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and BXMT

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

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning BXMT?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported BXMT across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BXMT position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for BXMT was 0.06% in 2024 Q3.

What is the latest reported BXMT position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 13,765 shares, equal to 0.04% of portfolio, with an estimated market value of $233K.

What does the chart on this BXMT ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY'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.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their BXMT position?

Based on 13F filing dates vs. subsequent BXMT price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 5 out of 21 reported position changes (24%). The annualised alpha on BXMT relative to SPY over the holding period was +22.4%.

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