Arax Advisory Partners’s Starwood Property Trust STWD Stock Holding History

Arax Advisory 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
2026 Q1	$331K	Buy	19,235 +112	+0.6%	+$2.01K	0.01%	818
2025 Q4	$344K	Sell	19,123 -599	-3%	-$11K	0.01%	767
2025 Q3	$382K	Buy	19,722 +1,748	+10%	+$35.2K	0.01%	1008
2025 Q2	$361K	Buy	17,974 +17,544	+4,080%	+$341K	0.02%	482
2025 Q1	$8.5K	Buy	430 +142	+49%	+$2.79K	﹤0.01%	1615
2024 Q4	$5.46K	Buy	288 +52	+22%	+$1.03K	﹤0.01%	1712
2024 Q3	$4.81K	Hold	236	–	–	﹤0.01%	1729
2024 Q2	$4.47K	Hold	236	–	–	﹤0.01%	1643
2024 Q1	$4.8K	Hold	236	–	–	﹤0.01%	907
2023 Q4	$4.96K	Hold	236	–	–	﹤0.01%	889
2023 Q3	$4.57K	Hold	236	–	–	﹤0.01%	893
2023 Q2	$4.58K	Buy	+236	New	+$4.19K	﹤0.01%	884
2018 Q3	–	Sell	-266	Closed	-$5K	–	722
2018 Q2	$5K	Hold	266	–	–	﹤0.01%	388
2018 Q1	$5K	Sell	266 -374	-58%	-$7.73K	﹤0.01%	381
2017 Q4	$13K	Buy	640 +586	+1,085%	+$12.7K	0.01%	311
2017 Q3	$1K	Sell	54 -68	-56%	-$1.5K	﹤0.01%	452
2017 Q2	$3K	Buy	122 +70	+135%	+$1.56K	﹤0.01%	428
2017 Q1	$1K	Hold	52	–	–	﹤0.01%	514
2016 Q4	$1K	Buy	+52	New	+$1.15K	﹤0.01%	533

Other funds holding STWD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Arax Advisory Partners's STWD Position: Q1 2026 in Review

Arax Advisory Partners increased its Starwood Property Trust (STWD) stake by 0.59% in Q1 2026, buying an estimated $2.01K and bringing the position to 19,235 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #818.

Arax Advisory Partners first reported a position in STWD in Q4 2016 and has held it in 19 quarters since. The position peaked at $382K in Q3 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Arax Advisory Partners held 19,235 shares of Starwood Property Trust worth $331K as of Q1 2026.
Arax Advisory Partners bought 112 Starwood Property Trust shares in Q1 2026, an estimated $2.01K.
Starwood Property Trust made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #818 holding.
Arax Advisory Partners first reported a position in Starwood Property Trust in Q4 2016 and has held it in 19 quarters since.
Arax Advisory Partners's Starwood Property Trust position peaked at $382K in Q3 2025.
525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.