AWS
STWD icon

Atria Wealth Solutions’s Starwood Property Trust STWD Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-51,393
Closed -$1.02M – 1876
2025
Q1 		$1.02M Sell
51,393
-36,755
-42% -$722K 0.01% 889
2024
Q4 		$1.67M Buy
88,148
+20,840
+31% +$413K 0.02% 708
2024
Q3 		$1.37M Sell
67,308
-3,315
-5% -$66.2K 0.01% 793
2024
Q2 		$1.34M Sell
70,623
-1,344
-2% -$26.2K 0.01% 776
2024
Q1 		$1.5M Sell
71,967
-2,449
-3% -$49.6K 0.02% 735
2023
Q4 		$1.56M Sell
74,416
-1,788
-2% -$35.1K 0.02% 687
2023
Q3 		$1.47M Buy
76,204
+1,257
+2% +$25.5K 0.02% 662
2023
Q2 		$1.45M Buy
74,947
+37,362
+99% +$664K 0.02% 690
2023
Q1 		$683K Sell
37,585
-471
-1% -$9.1K 0.01% 975
2022
Q4 		$698K Buy
38,056
+6,020
+19% +$120K 0.01% 927
2022
Q3 		$584K Sell
32,036
-418
-1% -$9.47K 0.01% 940
2022
Q2 		$694K Buy
32,454
+14,651
+82% +$337K 0.01% 843
2022
Q1 		$439K Buy
+17,803
New +$430K 0.01% 1139

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's STWD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 51,393 shares — an estimated $1.02M sold.

Atria Wealth Solutions first reported a position in STWD in Q1 2022 and held it in 13 quarters. The position peaked at $1.67M in Q4 2024. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 51,393 Starwood Property Trust shares in Q2 2025, an estimated $1.02M.
  • Atria Wealth Solutions first reported a position in Starwood Property Trust in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Starwood Property Trust position peaked at $1.67M in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.