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Blackstone Mortgage TR

CUSIP: 09257WAE0 | TRACE | 139 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA266,157,000
0.0% of portfolio›$99
Corbyn Investment Management Inc14,911,000
4.4% of portfolio›$14.9M
Piper Sandler & Co.13,975,000
14.3% of portfolio›$13.9M
Financial Consulate, Inc1,006,000
0.1% of portfolio›$997.2K
Citigroup Inc791,000
0.0% of portfolio›$788.0K
HB Wealth Management, LLC486,000
0.0% of portfolio›$480.7K
Left Brain Wealth Management, LLC220,000
0.1% of portfolio›$218.1K
Sculati Wealth Management, LLC200,000
0.1% of portfolio›$199.1K
Jefferies Financial Group Inc.108,000
0.0% of portfolio›$108.0K
Harbor Investment Advisory, LLC90,000
0.0% of portfolio›$89.7K
180 Wealth Advisors, LLC66,000
0.0% of portfolio›$65.8K
Kestra Private Wealth Services, LLC50,000
0.0% of portfolio›$49.8K
LVZ, Inc.50,000
0.0% of portfolio›$49.8K
Northside Capital Management, LLC28,000
0.0% of portfolio›$27.7K
Bokf, NA25,000
0.0% of portfolio›$24.9K
Cambridge Investment Research Advisors, Inc.23,000
0.0% of portfolio›$23
Goldstein Advisors, LLC18,000
0.0% of portfolio›$17.8K
Wealth Enhancement Advisory Services, LLC15,000
0.0% of portfolio›$15.0K
True Private Wealth Advisors13,000
0.0% of portfolio›$13.0K
Greenspring Advisors, LLC13,000
0.0% of portfolio›$13.0K
Ayrshire Capital Management LLC10,000
0.0% of portfolio›$10.0K
Lanark Financial, Inc.10,000
0.0% of portfolio›$10.0K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
266,157,000$990.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Corbyn Investment Management Inc
14,911,000$14.9M4.4%ValueLowLutherville, MD2026-10-30
Piper Sandler & Co.
13,975,000$13.9M14.3%GARPVery HighMinneapolis, MN2026-10-27
Financial Consulate, Inc
1,006,000$997.2K0.1%ETFLowHunt Valley, MD2026-10-23
Citigroup Inc
791,000$788.0K0.0%CoreMediumNew York, NY2026-11-04
HB Wealth Management, LLC
486,000$480.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Left Brain Wealth Management, LLC
220,000$218.1K0.1%MomentumHighNaperville, IL2026-10-28
Sculati Wealth Management, LLC
200,000$199.1K0.1%CoreLowBloomfield Hills, MI2026-10-19
Jefferies Financial Group Inc.
108,000$108.0K0.0%CoreVery HighNew York, NY2026-11-05
Harbor Investment Advisory, LLC
90,000$89.7K0.0%GrowthLowLutherville, MD2026-10-13
180 Wealth Advisors, LLC
66,000$65.8K0.0%CoreLowFederal Way, WA2026-11-03
Kestra Private Wealth Services, LLC
50,000$49.8K0.0%GrowthLowAustin, TX2026-10-30
LVZ, Inc.
50,000$49.8K0.0%ETFLowHolland, MI2026-10-20
Northside Capital Management, LLC
28,000$27.7K0.0%GARPLowHood River, OR2026-10-13
Bokf, NA
25,000$24.9K0.0%CoreLowTulsa, OK2026-10-27
Cambridge Investment Research Advisors, Inc.
23,000$230.0%ETFLowFairfield, IA2026-11-02
Goldstein Advisors, LLC
18,000$17.8K0.0%ETFMediumMadison, WI2026-10-15
Wealth Enhancement Advisory Services, LLC
15,000$15.0K0.0%CoreLowPlymouth, MN2026-10-13
True Private Wealth Advisors
13,000$13.0K0.0%ETFMediumSalem, OR2026-10-19
Greenspring Advisors, LLC
13,000$13.0K0.0%ETFVery LowTowson, MD2026-11-05
Ayrshire Capital Management LLC
10,000$10.0K0.0%MomentumMediumWestport, CT2026-10-20
Lanark Financial, Inc.
10,000$10.0K0.0%CoreMediumBirmingham, AL2026-10-26