BXMTNYSEReal Estate Investment TrustsFiscal year ends December 31
BLACKSTONE MORTGAGE TRUST, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$10.25−0.28 (-2.66%)
Close on Oct 19, 2026
- Market cap
- $1.73B
- P/E (TTM)
- 113.9
- Dividend yield
- 18.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.3%
108M of 169M shares
Institutional holders
347
48 new, 33 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 11 sales
Net sold $117.37K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Stephen A. Schwarzman | 8,982,172 | 5.20% | 13G (passive) | Dec 31, 2024 |
| Vanguard Portfolio Management | 8,850,194 | 5.24% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 25,300,627 | 14.70% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BXMT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,981,252 | 14.82% | $423.43M | +532,438 | 0.01% |
| Blackstone Inc. | 9,283,323 | 5.51% | $157.35M | – | 0.48% |
| Vanguard Portfolio Management LLC | 8,895,012 | 5.28% | $150.77M | +105,962 | 0.01% |
| Vanguard Capital Management LLC | 7,158,499 | 4.25% | $121.34M | −54,179 | 0.00% |
| State Street Corp | 6,416,582 | 3.81% | $111.72M | +269,971 | 0.00% |
| UBS Group AG | 4,555,253 | 2.70% | $77.21M | +2,267,054 | 0.01% |
| Geode Capital Management, LLC | 4,107,919 | 2.44% | $69.64M | +224,227 | 0.00% |
| Morgan Stanley | 2,825,447 | 1.68% | $47.89M | +587,620 | 0.00% |
| Charles Schwab Investment Management Inc | 2,336,409 | 1.39% | $39.60M | −133,735 | 0.01% |
| Northern Trust Corp | 1,934,896 | 1.15% | $32.80M | +106,732 | 0.00% |
| Qube Research & Technologies Ltd | 1,918,112 | 1.14% | $32.51M | +348,450 | 0.03% |
| Invesco Ltd. | 1,570,822 | 0.93% | $26.63M | +248,450 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,564,295 | 0.93% | $26.51M | +50,267 | 0.03% |
| Advisors Capital Management, LLC | 1,311,682 | 0.78% | $22.23M | +107,491 | 0.24% |
| Wells Fargo & Company/Mn | 1,129,263 | 0.67% | $19.14M | +83,414 | 0.00% |
| Bank of New York Mellon Corp | 1,068,362 | 0.63% | $18.11M | +38,271 | 0.00% |
| Vanguard Fiduciary Trust Co | 1,041,211 | 0.62% | $17.65M | +14,757 | 0.00% |
| Goldman Sachs Group Inc | 983,515 | 0.58% | $16.67M | −453,335 | 0.00% |
| Bank Of America Corp /De/ | 976,748 | 0.58% | $16.56M | −320,314 | 0.00% |
| Van Eck Associates Corp | 935,545 | 0.56% | $15.86M | −22,602 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 347 | 108M | 64.3% | 48 / 133 | 98 / 33 | 8M | 7M |
| Q1 2026 | 337 | 107M | 63.3% | 43 / 125 | 95 / 42 | 25M | 7M |
| Q4 2025 | 341 | 105M | 62.5% | 53 / 128 | 105 / 29 | 8M | 5M |
| Q3 2025 | 320 | 102M | 60.8% | 36 / 108 | 105 / 31 | 4M | 9M |
| Q2 2025 | 319 | 108M | 64.1% | 30 / 113 | 119 / 35 | 6M | 8M |
| Q1 2025 | 329 | 110M | 65.6% | 52 / 105 | 114 / 42 | 7M | 9M |
| Q4 2024 | 326 | 115M | 68.2% | 54 / 111 | 103 / 50 | 10M | 6M |
| Q3 2024 | 327 | 112M | 66.4% | 50 / 101 | 117 / 42 | 37M | 6M |
| Q2 2024 | 321 | 110M | 65.3% | 51 / 118 | 109 / 45 | 9M | 16M |
| Q1 2024 | 317 | 118M | 69.9% | 38 / 106 | 128 / 58 | 7M | 5M |
| Q4 2023 | 342 | 116M | 68.7% | 60 / 122 | 112 / 42 | 13M | 8M |
| Q3 2023 | 328 | 112M | 66.3% | 57 / 127 | 89 / 36 | 28M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BXMT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9,415,856 | 5.59% | $159.60M | 0.14% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,083,621 | 3.02% | $86.17M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,147,940 | 2.46% | $70.31M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,680,313 | 2.18% | $62.38M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,848,064 | 1.10% | $31.32M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,792,358 | 1.06% | $30.38M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,776,813 | 1.05% | $25.83M | 0.08% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,549,198 | 0.92% | $26.26M | 0.18% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,437,948 | 0.85% | $24.37M | 0.14% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,345,371 | 0.80% | $22.80M | 0.28% | Jun 30, 2026 |
| iShares Mortgage Real Estate ETF | 1,290,269 | 0.77% | $21.87M | 3.99% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 1,114,667 | 0.66% | $18.89M | 0.16% | Jun 30, 2026 |
| VanEck Mortgage REIT Income ETF | 948,038 | 0.56% | $16.07M | 4.02% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 918,632 | 0.55% | $13.36M | 0.44% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 825,942 | 0.49% | $15.10M | 0.04% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Fernando Austin Pena | President, Director | 71,772 | 0.04% | Sep 18, 2026 |
| Timothy Steven Johnson | Chief Executive Officer, Director | 527,900 | 0.31% | Dec 17, 2025 |
| Katharine A. Keenan | CEO & President, Director | 230,006 | 0.14% | Sep 18, 2025 |
| Marcin Urbaszek | Chief Financial Officer | 23,960 | 0.01% | Sep 18, 2026 |
| Anthony F. Marone JR | Chief Financial Officer | 75,500 | 0.04% | Dec 17, 2025 |
| Henry N. Nassau | Director | 218,923 | 0.13% | Aug 6, 2026 |
| Nnenna Lynch | Director | 42,952 | 0.03% | Jul 16, 2026 |
| Leonard W. Cotton | Director | 98,827 | 0.06% | Jul 16, 2026 |
| Chen Yi Hsu | Director | 11,031 | 0.01% | Jul 16, 2026 |
| Lynne B. Sagalyn | Director | 167,472 | 0.10% | Jul 16, 2026 |
| Michael B. Nash | Director | 558,272 | 0.33% | Jun 29, 2026 |
| Gilda Perez-Alvarado | Director | 26,504 | 0.02% | Jun 29, 2026 |
| Thomas E. Dobrowski | Director | 129,354 | 0.08% | Jan 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marcin Urbaszek Chief Financial Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −864 | $13.42 | $11.59K | 23,960 |
| Fernando Austin Pena President, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −1,127 | $13.42 | $15.12K | 71,772 |
| Henry N. Nassau Director | Aug 4, 2026 | Buy | +10,000 | $14.34 | $143.40K | 218,523 |
| Lynne B. Sagalyn Director | Jul 15, 2026 | Award | +3,939 | $17.12 | $67.44K | 166,639 |
| Henry N. Nassau Director | Jul 15, 2026 | Award | +3,044 | $17.12 | $52.11K | 208,523 |
| Chen Yi Hsu Director | Jul 15, 2026 | Award | +181 | $17.12 | $3.10K | 11,031 |
| Leonard W. Cotton Director | Jul 15, 2026 | Award | +1,831 | $17.12 | $31.35K | 98,827 |
| Nnenna Lynch Director | Jul 15, 2026 | Award | +1,147 | $17.12 | $19.64K | 42,952 |
| Fernando Austin Pena President, Director | Jun 30, 2026 | Sale(10b5-1 plan) | −1,670 | $17.07 | $28.51K | 72,899 |
| Michael B. Nash Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 558,272 |
| Henry N. Nassau Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 205,479 |
| Lynne B. Sagalyn Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 162,700 |
| Chen Yi Hsu Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 10,850 |
| Leonard W. Cotton Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 96,890 |
| Gilda Perez-Alvarado Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 26,504 |
| Nnenna Lynch Director | Jun 26, 2026 | Award | +6,597 | $17.43 | $114.99K | 41,805 |
| Fernando Austin Pena President, Director | Jun 25, 2026 | Sale(10b5-1 plan) | −2,398 | $17.48 | $41.92K | 74,569 |
| Marcin Urbaszek Chief Financial Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −1,352 | $18.35 | $24.81K | 24,824 |
| Nnenna Lynch Director | Apr 15, 2026 | Award | +803 | $20.12 | $16.16K | 35,208 |
| Lynne B. Sagalyn Director | Apr 15, 2026 | Award | +3,275 | $20.12 | $65.89K | 156,103 |
| Henry N. Nassau Director | Apr 15, 2026 | Award | +2,531 | $20.12 | $50.92K | 198,882 |
| Leonard W. Cotton Director | Apr 15, 2026 | Award | +1,523 | $20.12 | $30.64K | 90,293 |
| Fernando Austin Pena President, Director | Mar 31, 2026 | Sale(10b5-1 plan) | −1,666 | $18.88 | $31.45K | 76,967 |
| Marcin Urbaszek Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −452 | $19.13 | $8.65K | 26,176 |
| Leonard W. Cotton Director | Jan 15, 2026 | Award | +1,534 | $19.50 | $29.91K | 88,681 |
| Nnenna Lynch Director | Jan 15, 2026 | Award | +809 | $19.50 | $15.78K | 34,405 |
| Lynne B. Sagalyn Director | Jan 15, 2026 | Award | +3,300 | $19.50 | $64.35K | 152,828 |
| Henry N. Nassau Director | Jan 15, 2026 | Award | +2,550 | $19.50 | $49.73K | 196,351 |
| Fernando Austin Pena President, Director | Dec 31, 2025 | Sale(10b5-1 plan) | −3,131 | $19.24 | $60.24K | 78,633 |
| Lynne B. Sagalyn Director | Dec 25, 2025 | Gift | −10,777 | – | – | 149,528 |
| Anthony F. Marone JR Chief Financial Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −1,012 | $20.31 | $20.55K | 75,500 |
| Marcin Urbaszek Deputy Chief Financial Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −400 | $20.29 | $8.12K | 26,628 |
| Fernando Austin Pena President, Director | Dec 15, 2025 | Award | +36,843 | – | – | 81,764 |
| Timothy Steven Johnson Chief Executive Officer, Director | Dec 15, 2025 | Award | +54,799 | – | – | 527,900 |
| Anthony F. Marone JR Chief Financial Officer | Dec 15, 2025 | Award | +14,448 | – | – | 76,512 |
| Marcin Urbaszek Deputy Chief Financial Officer | Dec 15, 2025 | Award | +15,337 | – | – | 27,028 |
| Anthony F. Marone JR Chief Financial Officer | Dec 1, 2025 | Sale(10b5-1 plan) | −506 | $19.38 | $9.81K | 62,064 |
| Chen Yi Hsu Director | Oct 22, 2025 | Award | +4,253 | $18.37 | $78.13K | 4,253 |
| Leonard W. Cotton Director | Oct 15, 2025 | Award | +1,576 | $18.51 | $29.17K | 87,056 |
| Lynne B. Sagalyn Director | Oct 15, 2025 | Award | +3,391 | $18.51 | $62.77K | 160,305 |
| Henry N. Nassau Director | Oct 15, 2025 | Award | +2,620 | $18.51 | $48.50K | 193,801 |
| Nnenna Lynch Director | Oct 15, 2025 | Award | +831 | $18.51 | $15.38K | 33,596 |
| Anthony F. Marone JR Chief Financial Officer | Sep 17, 2025 | Sale(10b5-1 plan) | −1,006 | $19.48 | $19.60K | 62,570 |
| Katharine A. Keenan CEO & President, Director | Sep 17, 2025 | Sale(10b5-1 plan) | −4,593 | $19.49 | $89.52K | 230,006 |
| Marcin Urbaszek Deputy Chief Financial Officer | Sep 17, 2025 | Sale(10b5-1 plan) | −398 | $19.50 | $7.76K | 11,691 |
| Anthony F. Marone JR Chief Financial Officer | Sep 2, 2025 | Sale(10b5-1 plan) | −506 | $19.27 | $9.75K | 63,576 |
| Katharine A. Keenan CEO & President, Director | Sep 2, 2025 | Sale(10b5-1 plan) | −2,315 | $19.25 | $44.56K | 234,599 |
| Henry N. Nassau Director | Jul 15, 2025 | Award | +2,407 | $19.68 | $47.37K | 191,181 |
| Nnenna Lynch Director | Jul 15, 2025 | Award | +764 | $19.68 | $15.04K | 32,765 |
| Lynne B. Sagalyn Director | Jul 15, 2025 | Award | +3,115 | $19.68 | $61.30K | 156,914 |
| Leonard W. Cotton Director | Jul 15, 2025 | Award | +1,448 | $19.68 | $28.50K | 85,388 |
| Lynne B. Sagalyn Director | Jun 27, 2025 | Award | +5,828 | $19.73 | $114.99K | 153,799 |
| Leonard W. Cotton Director | Jun 27, 2025 | Award | +5,828 | $19.73 | $114.99K | 83,858 |
| Nnenna Lynch Director | Jun 27, 2025 | Award | +5,828 | $19.73 | $114.99K | 32,001 |
| Henry N. Nassau Director | Jun 27, 2025 | Award | +5,828 | $19.73 | $114.99K | 188,774 |
| Michael B. Nash Director | Jun 27, 2025 | Award | +5,828 | $19.73 | $114.99K | 551,675 |
| Gilda Perez-Alvarado Director | Jun 27, 2025 | Award | +5,828 | $19.73 | $114.99K | 19,907 |
| Anthony F. Marone JR Chief Financial Officer | Jun 17, 2025 | Sale(10b5-1 plan) | −1,517 | $19.20 | $29.13K | 64,082 |
| Katharine A. Keenan CEO & President, Director | Jun 17, 2025 | Sale(10b5-1 plan) | −6,931 | $19.13 | $132.59K | 236,914 |
| Marcin Urbaszek Deputy Chief Financial Officer | Jun 17, 2025 | Sale(10b5-1 plan) | −800 | $19.15 | $15.32K | 12,089 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Fernando Austin Pena Officer | Sep 30, 2026 | 1,725 | $20.09K | Sep 30, 2026 | Vesting of restricted stock unit awards |
| Marcin Urbaszek Officer | Sep 17, 2026 | 864 | $11.60K | Sep 17, 2026 | Vesting of restricted stock unit award |
| Fernando Austin Pena Officer | Sep 17, 2026 | 1,127 | $15.13K | Sep 17, 2026 | Vesting of restricted stock unit awards |
| Fernando Austin Pena Officer | Jun 30, 2026 | 1,670 | $28.51K | Jun 30, 2026 | Vesting of restricted stock unit awards |
| Fernando Austin Pena Officer | Jun 25, 2026 | 2,398 | $41.92K | Jun 25, 2026 | Vesting of restricted stock unit awards |
| Marcin Urbaszek Officer | Jun 17, 2026 | 1,352 | $24.81K | Jun 17, 2026 | Vesting of restricted stock unit award |
| Fernando Austin Pena Officer | Mar 31, 2026 | 1,666 | $31.46K | Mar 31, 2026 | Vesting of restricted stock unit awards |
| Anthony F. Marone JR Officer | Mar 17, 2026 | 1,176 | $22.48K | Mar 17, 2026 | Vesting of restricted stock unit award |
| Marcin Urbaszek Officer | Mar 17, 2026 | 452 | $8.65K | Mar 17, 2026 | Vesting of restricted stock unit award |
| Fernando Austin Pena Officer | Dec 31, 2025 | 3,131 | $60.23K | Dec 31, 2025 | Vesting of restricted stock unit award |
| Anthony F. Marone JR Officer | Dec 17, 2025 | 1,012 | $20.56K | Dec 17, 2025 | Vesting of restricted stock unit award |
| Katharine A. Keenan Officer | Dec 17, 2025 | 4,625 | $93.86K | Dec 17, 2025 | Vesting of restricted stock unit award |
| Marcin Urbaszek Officer | Dec 17, 2025 | 400 | $8.12K | Dec 17, 2025 | Vesting of restricted stock unit award |
| Anthony F. Marone JR Officer | Dec 1, 2025 | 506 | $9.80K | Dec 1, 2025 | Vesting of restricted stock unit award |
| Katharine A. Keenan Officer | Dec 1, 2025 | 2,315 | $44.83K | Dec 1, 2025 | Vesting of restricted stock unit award |