Creative Planning

Position in BXMT — Blackstone Mortgage Trust, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in BXMT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$551,175

+$86,871 QoQ

Shares Held

28,782

+18.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.024320756028073102.ToString("F0")% Shared 0.ToString("F0")% None 99.97567924397192.ToString("F0")%

Real Estate · as of Mar 31, 2026

Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. BXMT ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	412,920	$4,141,587
2	NLY	Annaly Capital Management Inc	147,968	$3,129,523
3	STWD	Starwood Property Trust, Inc.	165,971	$2,858,020
4	RITM	Rithm Capital Corp.	177,366	$1,681,429
5	BXMT	Blackstone Mortgage Trust, Inc. This page	28,782	$551,175
6	RC	Ready Capital Corp	328,679	$532,459
7	DX	Dynex Capital Inc	35,948	$458,696
8	ARR	Armour Residential REIT, Inc.	24,455	$407,909

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$551,175	28,782	+18.6%	Shares	Sole	2026-05-12
2025-12-31	$464,304	24,271	-30.2%	Shares	Sole	2026-02-17
2025-09-30	$640,078	34,768	-0.9%	Shares	Defined	2025-11-14
2025-06-30	$675,328	35,082	-17.5%	Shares	Defined	2025-08-08
2025-03-31	$850,660	42,533	+4.2%	Shares	Sole	2025-05-15
2024-12-31	$710,536	40,812	+0.1%	Shares	Defined	2025-02-14
2024-09-30	$774,961	40,766	+0.3%	Shares	Defined	2024-10-11
2024-06-30	$707,738	40,628	-17.6%	Shares	Defined	2024-08-15
2024-03-31	$981,542	49,299	-10.3%	Shares	Defined	2024-05-13
2023-12-31	$1,168,488	54,936	+26.4%	Shares	Defined	2024-02-14
2023-09-30	$945,341	43,464	+1.9%	Shares	Defined	2023-11-16
2023-06-30	$887,941	42,669	+79.7%	Shares	Defined	2023-07-21
2023-03-31	$423,883	23,747	+72.9%	Shares	Sole	2023-05-15
2022-12-31	$290,791	13,736	+10.0%	Shares	Sole	2023-02-10
2022-09-30	$291,563	12,492	+12.0%	Shares	Sole	2022-11-03
2022-06-30	$308,492	11,149	+9.1%	Shares	Sole	2022-08-15
2022-03-31	$324,989	10,223	+7.6%	Shares	Sole	2022-05-16
2021-12-31	$290,981	9,503	-76.6%	Shares	Sole	2022-02-11
2021-09-30	$1,229,718	40,558	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$1,289,153	40,425	+2.4%	Shares	Sole	2021-08-04
2021-03-31	$1,224,314	39,494	+4.1%	Shares	Sole	2021-04-30
2020-12-31	$1,044,102	37,926	+8.5%	Shares	Sole	2021-01-29
2020-09-30	$768,093	34,961	-0.9%	Shares	Sole	2020-11-05
2020-06-30	$849,557	35,266	+32.4%	Shares	Sole	2020-07-23
2020-03-31	$495,962	26,636	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.