TWO SIGMA INVESTMENTS, LP

Position in BXMT — Blackstone Mortgage Trust, Inc.

CIK 1179392 NEW YORK, NY

Back to BXMT Full portfolio

Position in BXMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,000,726

-$44,621 QoQ

Shares Held

177,034

+11.3% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#61

of 347 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BXMT Over Time

Shares Held

Position Value (USD)

Derivatives in BXMT

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$12,092,073

PutShares

632,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $201,216,359 across 24 REIT - Mortgage names. BXMT ranks #15 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DX	Dynex Capital Inc	2,965,239	$38,874,283
2	STWD	Starwood Property Trust, Inc.	2,211,543	$36,225,074
3	LADR	Ladder Capital Corp	3,096,940	$30,814,553
4	CIM	Chimera Investment Corp	1,035,135	$13,808,700
5	TRTX	TPG RE Finance Trust, Inc.	1,458,255	$12,205,594
6	IVR	Invesco Mortgage Capital Inc.	1,296,579	$10,242,974
7	EFC	Ellington Financial Inc.	689,244	$9,380,610
8	BRSP	BrightSpire Capital, Inc.	1,546,918	$8,430,703

All Filings in BXMT

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,000,726	177,034	+11.3%	Shares	Sole	2026-08-14
2026-03-31	$3,045,347	159,026	+15.7%	Shares	Sole	2026-05-15
2025-12-31	$2,629,112	137,434	+40.4%	Shares	Sole	2026-02-17
2025-12-31	$12,092,073	632,100	0.0%	Put	Sole	2026-02-17
2025-09-30	$1,801,970	97,880	-15.7%	Shares	Sole	2025-11-14
2025-09-30	$11,636,961	632,100	+1.0%	Put	Sole	2025-11-14
2025-06-30	$2,234,751	116,091	-30.9%	Shares	Sole	2025-08-14
2025-06-30	$12,052,425	626,100	0.0%	Put	Sole	2025-08-14
2025-03-31	$3,362,020	168,101	+133.3%	Shares	Sole	2025-05-15
2025-03-31	$12,522,000	626,100	-44.5%	Put	Sole	2025-05-15
2024-12-31	$19,640,221	1,128,100	+0.1%	Put	Sole	2025-02-14
2024-12-31	$1,254,616	72,063	+8.6%	Shares	Sole	2025-02-14
2024-09-30	$21,426,171	1,127,100	+0.8%	Put	Sole	2024-11-14
2024-09-30	$1,260,971	66,332	-53.1%	Shares	Sole	2024-11-14
2024-06-30	$2,462,264	141,347	+1030.8%	Shares	Sole	2024-08-14
2024-06-30	$19,480,786	1,118,300	+7.2%	Put	Sole	2024-08-14
2024-03-31	$248,875	12,500	-94.7%	Shares	Sole	2024-05-15
2024-03-31	$20,762,148	1,042,800	-7.3%	Put	Sole	2024-05-15
2023-12-31	$23,930,877	1,125,100	+8.8%	Put	Sole	2024-02-14
2023-09-30	$22,496,025	1,034,300	0.0%	Put	Sole	2023-11-14
2023-06-30	$21,523,783	1,034,300	+25.5%	Put	Sole	2023-08-14
2023-03-31	$14,710,185	824,100	+5.7%	Put	Sole	2023-05-15
2022-12-31	$16,508,366	779,800	+15.7%	Put	Sole	2023-02-14
2022-09-30	$15,726,492	673,800	+48.8%	Put	Sole	2022-11-14
2022-06-30	$12,526,209	452,700	+98.5%	Put	Sole	2022-08-15
2022-03-31	$7,467,280	234,894	-39.0%	Shares	Sole	2022-05-16
2022-03-31	$7,251,299	228,100	+798.0%	Put	Sole	2022-05-16
2021-09-30	$233,464	7,700	—	Call	Sole	2021-11-15
2021-09-30	$770,128	25,400	+149.0%	Put	Sole	2021-11-15
2021-09-30	$11,677,141	385,130	+9.4%	Shares	Sole	2021-11-15
2021-06-30	$325,278	10,200	—	Put	Sole	2021-08-16
2021-06-30	$11,222,888	351,925	+353.1%	Shares	Sole	2021-08-16
2021-03-31	$2,407,801	77,671	+115.6%	Shares	Sole	2021-05-17
2020-09-30	$791,425	36,023	+40.6%	Shares	Sole	2020-11-16
2020-06-30	$617,161	25,619	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.