Caldwell Trust’s Starwood Property Trust STWD Stock Holding History

Caldwell 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
2023 Q4	–	Sell	-500	Closed	-$9.68K	–	725
2023 Q3	$9.68K	Hold	500	–	–	﹤0.01%	615
2023 Q2	$9.7K	Buy	+500	New	+$8.88K	﹤0.01%	628

Other funds holding STWD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Caldwell Trust's STWD Position: Q4 2023 in Review

Caldwell Trust sold out of Starwood Property Trust (STWD) in Q4 2023, closing a stake of 500 shares — an estimated $9.68K sold.

Caldwell Trust first reported a position in STWD in Q2 2023 and held it in 2 quarters. The position peaked at $9.7K in Q2 2023. 484 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

Caldwell Trust reported no remaining Starwood Property Trust position as of Q4 2023 after selling out during the quarter.
Caldwell Trust sold 500 Starwood Property Trust shares in Q4 2023, an estimated $9.68K.
Caldwell Trust first reported a position in Starwood Property Trust in Q2 2023 and held it in 2 quarters.
Caldwell Trust's Starwood Property Trust position peaked at $9.7K in Q2 2023.
484 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on Caldwell Trust's 13F filing for Q4 2023, filed 1 Oct 2025.