Arete Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Arete Wealth Advisors’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 Q3	–	Sell	-13,200	Closed	-$250K	–	816
2024 Q2	$250K	Buy	13,200 +200	+2%	+$3.9K	0.02%	582
2024 Q1	$264K	Hold	13,000	–	–	0.02%	354
2023 Q4	$273K	Hold	13,000	–	–	0.02%	581
2023 Q3	$252K	Sell	13,000 -200	-2%	-$4.06K	0.04%	388
2023 Q2	$256K	Buy	13,200 +1,559	+13%	+$27.7K	0.02%	532
2023 Q1	$206K	Sell	11,641 -40	-0.3%	-$773	0.02%	576
2022 Q4	$214K	Buy	+11,681	New	+$233K	0.02%	543
2022 Q2	–	Sell	-11,857	Closed	-$287K	–	556
2022 Q1	$287K	Sell	11,857 -999	-8%	-$24.1K	0.02%	387
2021 Q4	$313K	Buy	+12,856	New	+$324K	0.03%	376
2019 Q4	–	Sell	-8,624	Closed	-$209K	–	429
2019 Q3	$209K	Buy	+8,624	New	+$203K	0.04%	365

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arete Wealth Advisors's STWD Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 13,200 shares — an estimated $250K sold.

Arete Wealth Advisors first reported a position in STWD in Q3 2019 and held it in 10 quarters. The position peaked at $313K in Q4 2021. 508 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

Arete Wealth Advisors reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 13,200 Starwood Property Trust shares in Q3 2024, an estimated $250K.
Arete Wealth Advisors first reported a position in Starwood Property Trust in Q3 2019 and held it in 10 quarters.
Arete Wealth Advisors's Starwood Property Trust position peaked at $313K in Q4 2021.
508 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.