8-K - BlackRock Monticello Debt Real Estate Investment Trust (0002049595) (Filer)
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8-K - BlackRock Monticello Debt Real Estate Investment Trust filed an 8-K with the SEC on Oct 30 (a notice of a material company event).
Directly affected
- BLK BlackRock+9.4% 30d
Named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story.
- IEF iShares 7-10 Year Treasury Bond ETF-0.7% 30d
iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “debt” (US interest rates) in this story.
- XLRE Real Estate Select Sector SPDR+2.7% 30d
Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “real estate” (real estate) in this story.
- PLD Prologis-4.6% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
- JPM JPMorgan Chase+0.2% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story.
- BAC Bank of America-11.5% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “debt” (US interest rates) in this story.
- DHI D.R. Horton+10.6% 30d
D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
- LEN Lennar+16.1% 30d
Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BLK | -1.74% | +0.94% | base | +1.70% | +1.14% | after close | after close |
| TLT | -0.20% | -1.03% | base | -0.17% | -0.93% | after close | after close |
| IEF | -0.69% | -0.98% | base | -0.28% | -0.64% | after close | after close |
| XLRE | -0.86% | -2.42% | base | +1.11% | +1.17% | after close | after close |
| PLD | -1.36% | -2.14% | base | +1.29% | +0.83% | after close | after close |
| JPM | -0.92% | +0.67% | base | +1.05% | +0.26% | after close | after close |
| BAC | +1.08% | +1.74% | base | -0.89% | -0.71% | after close | after close |
| DHI | +0.34% | -2.12% | base | +4.74% | -0.54% | after close | after close |
| LEN | -3.38% | -3.97% | base | +4.73% | -0.95% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Filed: 2026-10-30 AccNo: 0001193125-26-441664 Size: 170 KB Item 7.01: Regulation FD Disclosure
Source: sec-edgar
This story
| Company | When | Move | Status |
|---|---|---|---|
| BAC | that day | -0.89% | final price |
| BAC | the next day | -0.71% | final price |
| BAC | three days earlier | +1.74% | final price |
| BAC | five days earlier | +1.08% | final price |
| BLK | that day | +1.70% | final price |
| BLK | the next day | +1.14% | final price |
| BLK | three days earlier | +0.94% | final price |
| BLK | five days earlier | -1.74% | final price |
| DHI | that day | +4.74% | final price |
| DHI | the next day | -0.54% | final price |
| DHI | three days earlier | -2.12% | final price |
| DHI | five days earlier | +0.34% | final price |
| IEF | that day | -0.28% | final price |
| IEF | the next day | -0.64% | final price |
| IEF | three days earlier | -0.98% | final price |
| IEF | five days earlier | -0.69% | final price |
| JPM | that day | +1.05% | final price |
| JPM | the next day | +0.26% | final price |
| JPM | three days earlier | +0.67% | final price |
| JPM | five days earlier | -0.92% | final price |
| LEN | that day | +4.73% | final price |
| LEN | the next day | -0.95% | final price |
| LEN | three days earlier | -3.97% | final price |
| LEN | five days earlier | -3.38% | final price |
| PLD | that day | +1.29% | final price |
| PLD | the next day | +0.83% | final price |
| PLD | three days earlier | -2.14% | final price |
| PLD | five days earlier | -1.36% | final price |
| TLT | that day | -0.17% | final price |
| TLT | the next day | -0.93% | final price |
| TLT | three days earlier | -1.03% | final price |
| TLT | five days earlier | -0.20% | final price |
| XLRE | that day | +1.11% | final price |
| XLRE | the next day | +1.17% | final price |
| XLRE | three days earlier | -2.42% | final price |
| XLRE | five days earlier | -0.86% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 51 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. David J. Taylor bought Prologis (PLD), worth $1,001 - $15,000 on 15 Oct 2026. That is 15 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 56 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 56 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 64 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 67 days before publication. Filed 16 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“8-K - BlackRock Monticello Debt Real Estate Investment Trust (0002049595) (Filer)” scores 12 out of 100. The score uses 1 sources.