Ahrens Investment Partners’s Starwood Property Trust STWD Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$105K	Buy	+5,950	New	+$115K	0.05%	216
2022 Q3	–	Sell	-7,450	Closed	-$156K	–	801
2022 Q2	$156K	Sell	7,450 -1,800	-19%	-$41.4K	0.07%	180
2022 Q1	$224K	Sell	9,250 -4,350	-32%	-$105K	0.07%	169
2021 Q4	$330K	Sell	13,600 -900	-6%	-$22.7K	0.15%	131
2021 Q3	$354K	Sell	14,500 -2,300	-14%	-$58.8K	0.17%	132
2021 Q2	$440K	Sell	16,800 -2,300	-12%	-$58.6K	0.2%	132
2021 Q1	$473K	Sell	19,100 -3,200	-14%	-$69.3K	0.24%	111
2020 Q4	$430K	Sell	22,300 -41,800	-65%	-$711K	0.23%	100
2020 Q3	$967K	Buy	+64,100	New	+$979K	0.64%	38

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

CCMLC

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Ahrens Investment Partners's STWD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Starwood Property Trust (STWD) in Q1 2023: 5,950 shares worth $105K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in STWD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in STWD in Q3 2020 and has held it in 9 quarters since. The position peaked at $967K in Q3 2020. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

Ahrens Investment Partners held 5,950 shares of Starwood Property Trust worth $105K as of Q1 2023.
Starwood Property Trust was a new Ahrens Investment Partners position in Q1 2023.
Starwood Property Trust made up 0.05% of Ahrens Investment Partners's portfolio in Q1 2023, its #216 holding.
Ahrens Investment Partners first reported a position in Starwood Property Trust in Q3 2020 and has held it in 9 quarters since.
Ahrens Investment Partners's Starwood Property Trust position peaked at $967K in Q3 2020.
455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.