Aspire Private Capital’s Starwood Property Trust STWD Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-468	Closed	-$9.54K	–	569
2024 Q3	$9.54K	Hold	468	–	–	﹤0.01%	387
2024 Q2	$8.86K	Hold	468	–	–	﹤0.01%	400
2024 Q1	$9.51K	Hold	468	–	–	﹤0.01%	410
2023 Q4	$9.84K	Hold	468	–	–	﹤0.01%	394
2023 Q3	$9.05K	Hold	468	–	–	﹤0.01%	408
2023 Q2	$9.08K	Hold	468	–	–	﹤0.01%	391
2023 Q1	$8.28K	Hold	468	–	–	﹤0.01%	390
2022 Q4	$8.58K	Hold	468	–	–	﹤0.01%	370
2022 Q3	$9K	Hold	468	–	–	﹤0.01%	360
2022 Q2	$10K	Hold	468	–	–	﹤0.01%	350
2022 Q1	$11K	Hold	468	–	–	﹤0.01%	341
2021 Q4	$11K	Hold	468	–	–	﹤0.01%	335
2021 Q3	$11K	Buy	+468	New	+$12K	﹤0.01%	314
2021 Q2	–	Sell	-468	Closed	-$11.9K	–	310
2021 Q1	$12K	Buy	+468	New	+$10.1K	﹤0.01%	319
2020 Q1	–	Hold	0	–	–	–	154
2019 Q4	–	Hold	0	–	–	–	159
2019 Q3	–	Sell	-3,965	Closed	-$93.5K	–	156
2019 Q2	$90K	Buy	3,965 +704	+22%	+$16K	0.04%	165
2019 Q1	$73K	Sell	3,261 -4	-0.1%	-$87	0.04%	201
2018 Q4	$64K	Buy	+3,265	New	+$70.4K	0.04%	192

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Aspire Private Capital's STWD Position: Q4 2024 in Review

Aspire Private Capital sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 468 shares — an estimated $9.54K sold.

Aspire Private Capital first reported a position in STWD in Q4 2018 and held it in 17 quarters. The position peaked at $90K in Q2 2019. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Aspire Private Capital reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 468 Starwood Property Trust shares in Q4 2024, an estimated $9.54K.
Aspire Private Capital first reported a position in Starwood Property Trust in Q4 2018 and held it in 17 quarters.
Aspire Private Capital's Starwood Property Trust position peaked at $90K in Q2 2019.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.