INDEPENDENT FINANCIAL GROUP, LLC

Position in BXMT — Blackstone Mortgage Trust, Inc.

CIK 275484 SAN DIEGO, CA

Position in BXMT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,798,562

+$461,388 QoQ

Shares Held

302,797

+8.5% QoQ

Ownership

0.180%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Real Estate · as of Mar 31, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $28,245,483 across 12 REIT - Mortgage names. BXMT ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	314,747	$6,656,899
2	BXMT	Blackstone Mortgage Trust, Inc. This page	302,797	$5,798,562
3	STWD	Starwood Property Trust, Inc.	317,206	$5,462,287
4	NREF	NexPoint Real Estate Finance, Inc.	276,601	$3,725,815
5	ORC	Orchid Island Capital, Inc.	240,496	$1,690,686
6	ARR	Armour Residential REIT, Inc.	89,397	$1,491,141
7	RITM	Rithm Capital Corp.	149,966	$1,421,677
8	FBRT	Franklin BSP Realty Trust, Inc.	132,976	$1,128,966

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,798,562	302,797	+8.5%	Shares	Sole	2026-05-15
2025-12-31	$5,337,174	278,995	+7.3%	Shares	Sole	2026-05-15
2025-09-30	$4,786,434	259,991	+6.5%	Shares	Sole	2026-05-15
2025-06-30	$4,698,155	244,060	+8.1%	Shares	Sole	2026-05-15
2025-03-31	$4,514,040	225,702	+9.3%	Shares	Sole	2026-05-19
2024-12-31	$3,594,729	206,475	+17.6%	Shares	Sole	2026-06-12
2024-09-30	$3,338,916	175,640	+113.2%	Shares	Sole	2026-06-12
2024-06-30	$1,434,972	82,375	+71.1%	Shares	Sole	2026-06-12
2024-03-31	$958,467	48,140	+18.4%	Shares	Sole	2026-06-12
2023-12-31	$864,838	40,660	-9.8%	Shares	Sole	2026-06-12
2023-09-30	$980,229	45,068	+0.9%	Shares	Sole	2026-06-12
2023-06-30	$929,957	44,688	+49.7%	Shares	Sole	2026-06-12
2023-03-31	$532,965	29,858	-9.2%	Shares	Sole	2026-06-12
2022-12-31	$696,133	32,883	+7.6%	Shares	Sole	2026-06-15
2022-09-30	$713,573	30,573	-53.9%	Shares	Sole	2026-06-15
2022-06-30	$1,835,572	66,338	+132.8%	Shares	Sole	2026-06-12
2022-03-31	$905,856	28,495	+1.8%	Shares	Sole	2026-06-12
2021-12-31	$856,900	27,985	-25.5%	Shares	Sole	2026-06-15
2021-09-30	$1,139,122	37,570	+6.3%	Shares	Sole	2026-06-15
2021-06-30	$1,126,641	35,329	+17.0%	Shares	Sole	2026-06-15
2021-03-31	$935,921	30,191	+38.4%	Shares	Sole	2026-06-15
2020-12-31	$600,429	21,810	-5.3%	Shares	Sole	2026-06-15
2020-09-30	$505,969	23,030	0.0%	Shares	Sole	2026-06-15
2020-06-30	$554,792	23,030	-37.4%	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.