AllSquare Wealth Management’s Starwood Property Trust STWD Stock Holding History

AllSquare Wealth Management’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 Q3	$13.6K	Hold	700	–	–	0.01%	356
2025 Q2	$14K	Hold	700	–	–	0.01%	352
2025 Q1	$13.8K	Hold	700	–	–	0.01%	349
2024 Q4	$13.3K	Hold	700	–	–	0.01%	351
2024 Q3	$14.3K	Hold	700	–	–	0.01%	344
2024 Q2	$13.3K	Hold	700	–	–	0.01%	348
2024 Q1	$14.2K	Hold	700	–	–	0.01%	346
2023 Q4	$14.7K	Hold	700	–	–	0.01%	335
2023 Q3	$13.5K	Hold	700	–	–	0.01%	341
2023 Q2	$12.3K	Hold	700	–	–	0.01%	359
2023 Q1	$12.4K	Hold	700	–	–	0.01%	356
2022 Q4	$12.8K	Hold	700	–	–	0.01%	335
2022 Q3	$13K	Hold	700	–	–	0.01%	327
2022 Q2	$15K	Hold	700	–	–	0.01%	319
2022 Q1	$17K	Hold	700	–	–	0.01%	332
2021 Q4	$17K	Hold	700	–	–	0.01%	340
2021 Q3	$17K	Hold	700	–	–	0.01%	327
2021 Q2	$18K	Hold	700	–	–	0.01%	334
2021 Q1	$17K	Hold	700	–	–	0.01%	329
2020 Q4	$14K	Hold	700	–	–	0.01%	324
2020 Q3	$11K	Hold	700	–	–	0.01%	330
2020 Q2	$10K	Sell	700 -1,810	-72%	-$24.4K	0.01%	340
2020 Q1	$26K	Buy	2,510 +266	+12%	+$5.83K	0.02%	225
2019 Q4	$56K	Sell	2,244 -419	-16%	-$10.3K	0.04%	176
2019 Q3	$64K	Hold	2,663	–	–	0.05%	157
2019 Q2	$61K	Hold	2,663	–	–	0.05%	168
2019 Q1	$60K	Hold	2,663	–	–	0.05%	167
2018 Q4	$52K	Buy	2,663 +515	+24%	+$11.1K	0.04%	162
2018 Q3	$46K	Hold	2,148	–	–	0.03%	182
2018 Q2	$47K	Hold	2,148	–	–	0.04%	182
2018 Q1	$45K	Buy	2,148 +869	+68%	+$18K	0.04%	155
2017 Q4	$27K	Sell	1,279 -60	-4%	-$1.3K	0.02%	210
2017 Q3	$29K	Buy	+1,339	New	+$29.5K	0.02%	202
2017 Q2	–	Sell	-1,136	Closed	-$26K	–	337
2017 Q1	$26K	Buy	+1,136	New	+$25.6K	0.02%	199

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AllSquare Wealth Management's STWD Position: Q3 2025 in Review

AllSquare Wealth Management held its Starwood Property Trust (STWD) position steady in Q3 2025 at 700 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #356.

AllSquare Wealth Management first reported a position in STWD in Q1 2017 and has held it in 34 quarters since. The position peaked at $64K in Q3 2019. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

AllSquare Wealth Management held 700 shares of Starwood Property Trust worth $13.6K as of Q3 2025.
AllSquare Wealth Management left its Starwood Property Trust share count unchanged in Q3 2025.
Starwood Property Trust made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #356 holding.
AllSquare Wealth Management first reported a position in Starwood Property Trust in Q1 2017 and has held it in 34 quarters since.
AllSquare Wealth Management's Starwood Property Trust position peaked at $64K in Q3 2019.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.