Advisors Preferred’s Starwood Property Trust STWD Stock Holding History

Advisors Preferred’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
2024 Q1	–	Sell	-483	Closed	-$10.2K	–	274
2023 Q4	$10.2K	Sell	483 -103	-18%	-$2.02K	﹤0.01%	209
2023 Q3	$11.1K	Hold	586	–	–	﹤0.01%	174
2023 Q2	$11.4K	Hold	586	–	–	﹤0.01%	154
2023 Q1	$10.3K	Buy	+586	New	+$11.3K	﹤0.01%	178

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisors Preferred's STWD Position: Q1 2024 in Review

Advisors Preferred sold out of Starwood Property Trust (STWD) in Q1 2024, closing a stake of 483 shares — an estimated $10.2K sold.

Advisors Preferred first reported a position in STWD in Q1 2023 and held it in 4 quarters. The position peaked at $11.4K in Q2 2023. 481 funds tracked by Wall St. Rank hold STWD as of Q1 2024.

Advisors Preferred reported no remaining Starwood Property Trust position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 483 Starwood Property Trust shares in Q1 2024, an estimated $10.2K.
Advisors Preferred first reported a position in Starwood Property Trust in Q1 2023 and held it in 4 quarters.
Advisors Preferred's Starwood Property Trust position peaked at $11.4K in Q2 2023.
481 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.