Wealthstar Advisors, LLC BXMT — BLACKSTONE MTG TR INC

Ownership history in Wealthstar Advisors, LLC  ·  21 quarters on record

AI Ownership Summary

Wealthstar Advisors, LLC reported BLACKSTONE MTG TR INC (BXMT) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows BXMT at 0.09% 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 Wealthstar 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
2026 Q1

BXMT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 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 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.

BXMT stock page Wealthstar Advisors, LLC fund profile Wealthstar Advisors, LLC full holdings
How Wealthstar Advisors, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 10,250 — 0% 0.09% $196K 2026-04-27 $20.12
2025 Q4 UNCHANGED — — — 10,250 — 0% 0.09% $196K 2026-01-30 $18.78
2025 Q3 UNCHANGED — — — 10,250 — 0% 0.07% $189K 2025-11-12 $17.54
2025 Q2 UNCHANGED — — — 10,250 — 0% 0.07% $197K 2025-07-24 $18.15
2025 Q1 ADDED — — — 10,250 +20 +0.2% 0.09% $205K 2025-04-25 $16.97
2024 Q4 ADDED — — — 10,230 +69 +0.7% 0.08% $178K 2025-01-28 $15.88
2024 Q1 REDUCED — — — 10,161 -105 -1.0% 0.07% $202K 2024-04-19 $15.05
2023 Q4 ADDED — — — 10,266 +19 +0.2% 0.03% $218K 2024-01-16 $16.37
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BXMT

As of 2026 Q1 — sorted by position size

Dupree Financial Group, LLC 2.39% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.96% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.29% Advisors Capital Management, LLC 3Y 7Y 0.27% Bright Futures Wealth Management, LLC. 0.26% JBR Co Financial Management Inc 0.22% Whipplewood Advisors, LLC 0.2% Diversify Advisory Services, LLC 0.12% Claro Advisors Inc. 3Y 7Y 0.11% Samalin Investment Counsel, LLC 3Y 0.11%

FAQ About Wealthstar 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 Wealthstar Advisors, LLC reported owning BXMT?

Wealthstar Advisors, LLC reported BXMT across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for BXMT was 0.09% in 2025 Q1.

What is the latest reported BXMT position on this page?

The most recent filing on this page is 2026 Q1, when Wealthstar Advisors, LLC reported 10,250 shares, equal to 0.09% of portfolio, with an estimated market value of $196K.

What does the chart on this BXMT ownership page compare?

The chart compares Wealthstar 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.

How well did Wealthstar Advisors, LLC time their BXMT position?

Based on 13F filing dates vs. subsequent BXMT price moves, Wealthstar Advisors, LLC correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on BXMT relative to SPY over the holding period was -14.8%.

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