VALLEY NATIONAL ADVISERS INC
Position in BXMT — Blackstone Mortgage Trust, Inc.
CIK 773411
BETHLEHEM, PA
Position in BXMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,475
-$1,100 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 337 holders
Holding Since
Sep 2025
4 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, 2026VALLEY NATIONAL ADVISERS INC holds $24,581 across 6 REIT - Mortgage names. BXMT ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
This page
|
500 | $8,475 | |
| 2 | EFC |
Ellington Financial Inc.
|
500 | $6,805 | |
| 3 | AGNC |
AGNC Investment Corp.
|
272 | $2,964 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
500 | $2,710 | |
| 5 | SACH |
Sachem Capital Corp.
|
2,667 | $2,509 | |
| 6 | NLY |
Annaly Capital Management Inc
|
50 | $1,118 |
All Filings in BXMT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,475 | 500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,575 | 500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,565 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,205 | 500 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||