Atlas Private Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Atlas Private 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
2025 Q1	–	Sell	-10,650	Closed	-$202K	–	192
2024 Q4	$202K	Hold	10,650	–	–	0.03%	167
2024 Q3	$217K	Hold	10,650	–	–	0.03%	147
2024 Q2	$202K	Buy	+10,650	New	+$208K	0.03%	150

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

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

Atlas Private Wealth Advisors's STWD Position: Q1 2025 in Review

Atlas Private Wealth Advisors sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 10,650 shares — an estimated $202K sold.

Atlas Private Wealth Advisors first reported a position in STWD in Q2 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

Atlas Private Wealth Advisors reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 10,650 Starwood Property Trust shares in Q1 2025, an estimated $202K.
Atlas Private Wealth Advisors first reported a position in Starwood Property Trust in Q2 2024 and held it in 3 quarters.
Atlas Private Wealth Advisors's Starwood Property Trust position peaked at $217K in Q3 2024.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.