INDEPENDENT FINANCIAL GROUP, LLC
Position in BXMT — Blackstone Mortgage Trust, Inc.
CIK 275484
SAN DIEGO, CA
Position in BXMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,259,313
-$539,249 QoQ
Shares Held
310,284
+2.5% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#40
of 345 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BXMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. BXMT ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
This page
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
|
144,702 | $1,358,751 |
All Filings in BXMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,259,313 | 310,284 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,798,562 | 302,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,337,174 | 278,995 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,786,434 | 259,991 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,698,155 | 244,060 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,514,040 | 225,702 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,594,729 | 206,475 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,338,916 | 175,640 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,434,972 | 82,375 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $958,467 | 48,140 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $864,838 | 40,660 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $980,229 | 45,068 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $929,957 | 44,688 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $532,965 | 29,858 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $696,133 | 32,883 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $713,573 | 30,573 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,835,572 | 66,338 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $905,856 | 28,495 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $856,900 | 27,985 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,139,122 | 37,570 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,126,641 | 35,329 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $935,921 | 30,191 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $600,429 | 21,810 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $505,969 | 23,030 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $554,792 | 23,030 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $685,495 | 36,815 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||