Polymer Capital Management (US) LLC

Position in BXMT — Blackstone Mortgage Trust, Inc.

CIK 1973324 NEW YORK, NY

Position in BXMT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$255,192

New position

Shares Held

13,326

first reported quarter

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Real Estate · as of Mar 31, 2026

Polymer Capital Management (US) LLC holds $2,137,027 across 7 REIT - Mortgage names. BXMT ranks #6 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RITM	Rithm Capital Corp.	43,792	$415,148
2	EFC	Ellington Financial Inc.	31,312	$371,047
3	RWT	Redwood Trust Inc	53,644	$300,942
4	CIM	Chimera Investment Corp	23,498	$294,899
5	ORC	Orchid Island Capital, Inc.	41,386	$290,943
6	BXMT	Blackstone Mortgage Trust, Inc. This page	13,326	$255,192
7	NLY	Annaly Capital Management Inc	9,875	$208,856

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$255,192	13,326	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.