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Advisor Resource Council’s Starwood Property Trust STWD Stock Holding History

Advisor Resource Council’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,755
Closed -$351K – 538
2025
Q1 		$351K Buy
+17,755
New +$349K 0.03% 434

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisor Resource Council's STWD Position: Q2 2025 in Review

Advisor Resource Council sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 17,755 shares — an estimated $351K sold.

Advisor Resource Council first reported a position in STWD in Q1 2025 and held it in 1 quarter. The position peaked at $351K in Q1 2025. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

  • Advisor Resource Council reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 17,755 Starwood Property Trust shares in Q2 2025, an estimated $351K.
  • Advisor Resource Council first reported a position in Starwood Property Trust in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's Starwood Property Trust position peaked at $351K in Q1 2025.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.