§ REAL ESTATE
USD · Real EstateBXMT
BLACKSTONE MORTGAGE TRU-CL A
USDSector · Real EstateBeta · 1.05
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
194 increased/new, 96 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 28.8 | P/B | 0.95 |
| EPS (TTM) | 0.64 | Dividend | 9.97% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 24.4M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.2M | n/a | n/a |
| State Street | 6.1M | 0.0% | +2% |
| Geode Capital Management | 3.9M | 0.0% | −1% |
| Charles Schwab Investment Mgmt | 2.5M | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for BXMT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER29.8% · 0 holders
OTHER31.9% · 249 holders
PASSIVE / INDEX20.5% · 10 holders
DEALER / BANK11.0% · 31 holders
QUALITY / COMPOUNDER2.6% · 18 holders
SYSTEMATIC / QUANT1.7% · 6 holders
INCOME / DEFENSIVE1.6% · 23 holders
TACTICAL / MACRO0.5% · 2 holders
ACTIVIST0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BXMT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BXMT yet.