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AM Investment Strategies’s Starwood Property Trust STWD Stock Holding History

AM Investment Strategies’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
2026
Q2 		– Sell
-73,722
Closed -$1.27M – 122
2026
Q1 		$1.27M Buy
73,722
+1,816
+3% +$32.6K 0.28% 51
2025
Q4 		$1.29M Sell
71,906
-2,312
-3% -$42.5K 0.27% 51
2025
Q3 		$1.44M Buy
74,218
+1,492
+2% +$30K 0.31% 45
2025
Q2 		$1.46M Buy
72,726
+14,825
+26% +$288K 0.34% 41
2025
Q1 		$1.15M Buy
57,901
+1,227
+2% +$24.1K 0.28% 47
2024
Q4 		$1.07M Buy
56,674
+1,139
+2% +$22.6K 0.26% 49
2024
Q3 		$1.13M Buy
55,535
+8,903
+19% +$178K 0.28% 48
2024
Q2 		$883K Buy
46,632
+2,862
+7% +$55.8K 0.22% 56
2024
Q1 		$890K Buy
43,770
+12,714
+41% +$257K 0.23% 55
2023
Q4 		$653K Buy
+31,056
New +$610K 0.18% 59
2022
Q4 		– Sell
-22,705
Closed -$414K – 103
2022
Q3 		$414K Sell
22,705
-486
-2% -$11K 0.15% 58
2022
Q2 		$484K Buy
23,191
+1,209
+5% +$27.8K 0.17% 58
2022
Q1 		$531K Hold
21,982
– – 0.14% 66
2021
Q4 		$534K Buy
21,982
+7,548
+52% +$190K 0.13% 72
2021
Q3 		$352K Buy
+14,434
New +$369K 0.09% 79

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AM Investment Strategies's STWD Position: Q2 2026 in Review

AM Investment Strategies sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 73,722 shares — an estimated $1.27M sold.

AM Investment Strategies first reported a position in STWD in Q3 2021 and held it in 15 quarters. The position peaked at $1.46M in Q2 2025. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • AM Investment Strategies reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • AM Investment Strategies sold 73,722 Starwood Property Trust shares in Q2 2026, an estimated $1.27M.
  • AM Investment Strategies first reported a position in Starwood Property Trust in Q3 2021 and held it in 15 quarters.
  • AM Investment Strategies's Starwood Property Trust position peaked at $1.46M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.