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 Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,045,347

+$416,235 QoQ

Shares Held

159,026

+15.7% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $220,245,143 across 26 REIT - Mortgage names. BXMT ranks #13 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	3,598,362	$61,963,793
2	LADR	Ladder Capital Corp	2,812,003	$27,473,269
3	DX	Dynex Capital Inc	1,949,678	$24,877,891
4	IVR	Invesco Mortgage Capital Inc.	2,213,915	$17,888,433
5	CIM	Chimera Investment Corp	1,195,479	$15,003,261
6	TRTX	TPG RE Finance Trust, Inc.	1,875,129	$14,644,757
7	MFA	Mfa Financial, Inc.	1,113,011	$10,662,645
8	ARR	Armour Residential REIT, Inc.	567,219	$9,461,212

All Filings in BXMT

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,045,347	159,026	+15.7%	Shares	Sole	2026-05-15
2025-12-31	$2,629,112	137,434	-78.3%	Shares	Sole	2026-02-17
2025-12-31	$12,092,073	632,100	+545.8%	Put	Sole	2026-02-17
2025-09-30	$1,801,970	97,880	-84.5%	Shares	Sole	2025-11-14
2025-09-30	$11,636,961	632,100	+444.5%	Put	Sole	2025-11-14
2025-06-30	$2,234,751	116,091	-81.5%	Shares	Sole	2025-08-14
2025-06-30	$12,052,425	626,100	+272.5%	Put	Sole	2025-08-14
2025-03-31	$3,362,020	168,101	-73.2%	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	+1465.4%	Put	Sole	2025-02-14
2024-12-31	$1,254,616	72,063	-93.6%	Shares	Sole	2025-02-14
2024-09-30	$21,426,171	1,127,100	+1599.2%	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	-87.4%	Shares	Sole	2024-08-14
2024-06-30	$19,480,786	1,118,300	+8846.4%	Put	Sole	2024-08-14
2024-03-31	$248,875	12,500	-98.8%	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	+92.7%	Put	Sole	2022-08-15
2022-03-31	$7,467,280	234,894	+3.0%	Shares	Sole	2022-05-16
2022-03-31	$7,251,299	228,100	+2862.3%	Put	Sole	2022-05-16
2021-09-30	$233,464	7,700	-69.7%	Call	Sole	2021-11-15
2021-09-30	$770,128	25,400	-93.4%	Put	Sole	2021-11-15
2021-09-30	$11,677,141	385,130	+3675.8%	Shares	Sole	2021-11-15
2021-06-30	$325,278	10,200	-97.1%	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.