Avalon Trust’s Starwood Property Trust STWD Stock Holding History

Avalon Trust’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	-1,000	Closed	-$19.8K	–	459
2025 Q1	$19.8K	Buy	+1,000	New	+$19.6K	﹤0.01%	329

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

Avalon Trust's STWD Position: Q2 2025 in Review

Avalon Trust sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 1,000 shares — an estimated $19.8K sold.

Avalon Trust first reported a position in STWD in Q1 2025 and held it in 1 quarter. The position peaked at $19.8K in Q1 2025. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

Avalon Trust reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
Avalon Trust sold 1,000 Starwood Property Trust shares in Q2 2025, an estimated $19.8K.
Avalon Trust first reported a position in Starwood Property Trust in Q1 2025 and held it in 1 quarter.
Avalon Trust's Starwood Property Trust position peaked at $19.8K in Q1 2025.
507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.