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AXS Investments’s Starwood Property Trust STWD Stock Holding History

AXS Investments’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
Q3 		– Sell
-85,176
Closed -$1.71M – 221
2025
Q2 		$1.71M Sell
85,176
-3,113
-4% -$60.5K 0.7% 48
2025
Q1 		$1.75M Sell
88,289
-4,019
-4% -$79K 0.48% 58
2024
Q4 		$1.75M Sell
92,308
-29,395
-24% -$582K 0.49% 61
2024
Q3 		$2.48M Sell
121,703
-20,206
-14% -$403K 0.66% 30
2024
Q2 		$2.69M Buy
141,909
+10,074
+8% +$196K 0.75% 24
2024
Q1 		$2.68M Sell
131,835
-33,701
-20% -$682K 0.64% 26
2023
Q4 		$3.48M Buy
165,536
+22,928
+16% +$450K 0.83% 17
2023
Q3 		$2.76M Buy
142,608
+132,608
+1,326% +$2.69M 0.71% 33
2023
Q2 		$194K Buy
+10,000
New +$178K 0.05% 260
2022
Q4 		– Sell
-16,450
Closed -$300K – 364
2022
Q3 		$300K Sell
16,450
-21,000
-56% -$476K 0.12% 185
2022
Q2 		$782K Buy
+37,450
New +$861K 0.28% 144

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AXS Investments's STWD Position: Q3 2025 in Review

AXS Investments sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 85,176 shares — an estimated $1.71M sold.

AXS Investments first reported a position in STWD in Q2 2022 and held it in 11 quarters. The position peaked at $3.48M in Q4 2023. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • AXS Investments reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • AXS Investments sold 85,176 Starwood Property Trust shares in Q3 2025, an estimated $1.71M.
  • AXS Investments first reported a position in Starwood Property Trust in Q2 2022 and held it in 11 quarters.
  • AXS Investments's Starwood Property Trust position peaked at $3.48M in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on AXS Investments's 13F filing for Q3 2025, filed 4 Nov 2025.