Blackstone Mortgage Trust, Inc.
US ˙ NYSE ˙ US09257W1009

SecurityBXMT / Blackstone Mortgage Trust, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership28,782 shares
Latest Disclosed Value $ 551,169
Creative Planning reports 18.59% increase in ownership of BXMT / Blackstone Mortgage Trust, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 28,782 shares of Blackstone Mortgage Trust, Inc. (US:BXMT) valued at $551,175 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,271 shares of Blackstone Mortgage Trust, Inc.. This represents a change in shares of 18.59% during the quarter. The current value of the position is $518,364 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F BLACKSTONE MORTGAGE TRUST IN COM CL A 09257W100 28,782 4,511 18.59 551 18.75 0.0004
2026-02-17 2025-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 24,271 -10,497 -30.19 464 -27.50 0.0003
2025-11-14 2025-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 34,768 -314 -0.90 640 -5.19 0.0005
2025-08-08 2025-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 35,082 -7,451 -17.52 675 -20.59 0.0006
2025-05-15 2025-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 42,533 1,721 4.22 851 19.72 0.0008
2025-02-14 2024-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 40,812 46 0.11 711 -8.27 0.0007
2024-10-11 2024-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 40,766 138 0.34 775 9.48 0.0008
2024-08-15 2024-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 40,628 -8,671 -17.59 708 -27.93 0.0008
2024-05-13 2024-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 49,299 -5,637 -10.26 982 -16.01 0.0011
2024-02-14 2023-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 54,936 11,472 26.39 1,168 23.60 0.0022
2023-11-16 2023-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 43,464 795 1.86 945 6.54 0.0013
2023-07-21 2023-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 42,669 18,922 79.68 888 109.69 0.0012
2023-05-15 2023-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 23,747 10,011 72.88 424 45.86 0.0006
2023-02-10 2022-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 13,736 1,244 9.96 291 -0.68 0.0004
2022-11-03 2022-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 12,492 1,343 12.05 292 -5.19 0.0005
2022-08-15 2022-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 11,149 926 9.06 308 -5.23 0.0005
2022-05-16 2022-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 10,223 720 7.58 325 11.68 0.0005
2022-02-11 2021-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 9,503 -31,055 -76.57 291 -76.34 0.0005
2021-11-10 2021-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 40,558 133 0.33 1,230 -4.58 0.0022
2021-08-04 2021-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 40,425 931 2.36 1,289 5.31 0.0023
2021-04-30 2021-03-31 13F CreativePlanning COM CL A 09257W100 39,494 1,568 4.13 1,224 17.24 0.0025
2021-01-29 2020-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 37,926 2,965 8.48 1,044 35.94 0.0023
2020-11-05 2020-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 34,961 -305 -0.86 768 -9.65 0.0020
2020-07-23 2020-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 35,266 8,630 32.40 850 71.37 0.0025
2020-05-05 2020-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 26,636 2,751 11.52 496 -44.21 0.0018
2020-01-30 2019-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 23,885 248 1.05 889 4.96 0.0027
2019-11-01 2019-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 23,637 -466 -1.93 847 -1.28 0.0028
2019-07-26 2019-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 24,103 -55 -0.23 858 2.75 0.0029
2019-04-24 2019-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 24,158 -892 -3.56 835 4.64 0.0030
2019-02-12 2018-12-31 13F/A-1 BLACKSTONE MTG TR COM CL A 09257W100 25,050 -1,975 -7.31 798 -11.92 0.0033
2019-02-01 2018-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 25,050 -1,975 798
2018-10-25 2018-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 27,025 987 3.79 906 10.76 0.0034
2018-07-20 2018-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 26,038 -2,761 -9.59 818 -9.61 0.0032
2018-04-18 2018-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 28,799 -688 -2.33 905 -4.64 0.0037
2018-01-17 2017-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 29,487 -1,333 -4.33 949 -0.73 0.0041
2017-10-17 2017-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 30,820 2,522 8.91 956 6.94 0.0044
2017-07-12 2017-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 28,298 5,642 24.90 894 27.53 0.0045
2017-04-07 2017-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 22,656 2,194 10.72 701 13.98 0.0038
2017-01-09 2016-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 20,462 895 4.57 615 6.77 0.0037
2016-10-12 2016-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 19,567 -1,620 -7.65 576 -1.71 0.0037
2016-07-12 2016-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 21,187 -63 -0.30 586 2.63 0.0042
2016-04-08 2016-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 21,250 1,046 5.18 571 5.55 0.0045
2016-01-11 2015-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 20,204 11,642 135.97 541 130.21 0.0044
2015-10-09 2015-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 8,562 -3,766 -30.55 235 -31.49 0.0021
2015-07-09 2015-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 12,328 1,948 18.77 343 16.67 0.0031
2015-04-13 2015-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 10,380 10,380 0.00 294 0.0028
2015-01-29 2014-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 0 -4,258 -100.00 0 -100.00
2014-10-10 2014-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 4,258 -125 -2.85 115 -9.45 0.0013
2014-08-20 2014-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 4,383 4,350 13,181.82 127 12,600.00 0.0016
2014-04-11 2014-03-31 13F BLACKSTONE MTG TR COM CL A 09257W100 33 0 0.00 1 0.00 0.0000
2014-01-06 2013-12-31 13F BLACKSTONE MTG TR COM CL A 09257W100 33 0 0.00 1 0.00 0.0000
2013-10-10 2013-09-30 13F BLACKSTONE MTG TR COM CL A 09257W100 33 0 0.00 1 0.00 0.0000
2013-07-09 2013-06-30 13F BLACKSTONE MTG TR COM CL A 09257W100 33 33 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.