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Beaird Harris Wealth Management’s Starwood Property Trust STWD Stock Holding History

Beaird Harris Wealth Management’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
-1,100
Closed -$22.1K – 762
2025
Q2 		$22.1K Hold
1,100
– – ﹤0.01% 322
2025
Q1 		$21.7K Buy
+1,100
New +$21.6K ﹤0.01% 304
2022
Q1 		– Sell
-3,250
Closed -$79K – 710
2021
Q4 		$79K Buy
+3,250
New +$82K 0.03% 188

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

Beaird Harris Wealth Management's STWD Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 1,100 shares — an estimated $22.1K sold.

Beaird Harris Wealth Management first reported a position in STWD in Q4 2021 and held it in 3 quarters. The position peaked at $79K in Q4 2021. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,100 Starwood Property Trust shares in Q3 2025, an estimated $22.1K.
  • Beaird Harris Wealth Management first reported a position in Starwood Property Trust in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Starwood Property Trust position peaked at $79K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.