NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in BXMT — Blackstone Mortgage Trust, Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in BXMT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,971,248

-$645,236 QoQ

Shares Held

293,289

0.0% QoQ

Ownership

0.174%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#41

of 347 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $5,436,537 across 2 REIT - Mortgage names. BXMT ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BXMT	Blackstone Mortgage Trust, Inc. This page	293,289	$4,971,248
2	NLY	Annaly Capital Management Inc	20,809	$465,289

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,971,248	293,289	0.0%	Shares	Sole	2026-07-23
2026-03-31	$5,616,484	293,289	-3.2%	Shares	Sole	2026-04-15
2025-12-31	$5,795,031	302,929	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$5,702,387	309,744	-3.1%	Shares	Sole	2025-10-28
2025-06-30	$6,152,165	319,593	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$6,373,360	318,668	-6.0%	Shares	Sole	2025-05-13
2024-12-31	$5,901,798	338,989	-7.8%	Shares	Sole	2025-01-30
2024-09-30	$6,991,992	367,806	+2.1%	Shares	Sole	2024-11-04
2024-06-30	$6,272,489	360,074	+29.1%	Shares	Sole	2024-07-29
2024-03-31	$5,551,724	278,841	-11.0%	Shares	Sole	2024-04-23
2023-12-31	$6,666,039	313,401	+8.9%	Shares	Sole	2024-02-09
2023-09-30	$6,259,671	287,801	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$6,001,916	288,415	+69.1%	Shares	Sole	2023-08-14
2023-03-31	$3,044,853	170,580	+166.7%	Shares	Sole	2023-05-15
2022-12-31	$1,353,821	63,950	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.