Caldwell Sutter Capital’s Starwood Property Trust STWD Stock Holding History

Caldwell Sutter Capital’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
2026 Q2	$2K	Hold	122	–	–	﹤0.01%	804
2026 Q1	$2.1K	Hold	122	–	–	﹤0.01%	750
2025 Q4	$2.2K	Hold	122	–	–	﹤0.01%	733
2025 Q3	$2.36K	Hold	122	–	–	﹤0.01%	720
2025 Q2	$2.45K	Hold	122	–	–	﹤0.01%	700
2025 Q1	$2.41K	Hold	122	–	–	﹤0.01%	708
2024 Q4	$2.31K	Hold	122	–	–	﹤0.01%	731
2024 Q3	$2.49K	Hold	122	–	–	﹤0.01%	732
2024 Q2	$2.31K	Hold	122	–	–	﹤0.01%	747
2024 Q1	$2.48K	Hold	122	–	–	﹤0.01%	728
2023 Q4	$2.56K	Hold	122	–	–	﹤0.01%	727
2023 Q3	$2.36K	Hold	122	–	–	﹤0.01%	705
2023 Q2	$2.37K	Buy	+122	New	+$2.17K	﹤0.01%	716

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Caldwell Sutter Capital's STWD Position: Q2 2026 in Review

Caldwell Sutter Capital held its Starwood Property Trust (STWD) position steady in Q2 2026 at 122 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Caldwell Sutter Capital first reported a position in STWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.56K in Q4 2023. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Caldwell Sutter Capital held 122 shares of Starwood Property Trust worth $2K as of Q2 2026.
Caldwell Sutter Capital left its Starwood Property Trust share count unchanged in Q2 2026.
Starwood Property Trust made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #804 holding.
Caldwell Sutter Capital first reported a position in Starwood Property Trust in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Starwood Property Trust position peaked at $2.56K in Q4 2023.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.