CG
STWD icon

Caprock Group’s Starwood Property Trust STWD Stock Holding History

Caprock Group’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 		$230K Buy
+13,653
New +$238K ﹤0.01% 1121
2018
Q1 		– Sell
-10,970
Closed -$230K – 488
2017
Q4 		$230K Buy
+10,970
New +$238K 0.04% 385
2017
Q2 		– Sell
-46,661
Closed -$1.05M – 463
2017
Q1 		$1.05M Sell
46,661
-2,304
-5% -$52K 0.25% 72
2016
Q4 		$1.07M Sell
48,965
-44,156
-47% -$974K 0.27% 74
2016
Q3 		$2.1M Sell
93,121
-119
-0.1% -$2.63K 0.48% 41
2016
Q2 		$1.93M Buy
93,240
+6,496
+7% +$129K 0.47% 50
2016
Q1 		$1.64M Buy
86,744
+16,102
+23% +$299K 0.39% 58
2015
Q4 		$1.45M Buy
70,642
+10,260
+17% +$211K 0.83% 27
2015
Q3 		$1.24M Buy
60,382
+14,452
+31% +$313K 0.88% 24
2015
Q2 		$991K Buy
45,930
+14,169
+45% +$336K 0.91% 28
2015
Q1 		$772K Buy
31,761
+1,380
+5% +$33.2K 0.79% 30
2014
Q4 		$706K Buy
+30,381
New +$698K 0.77% 28

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Caprock Group's STWD Position: Q2 2026 in Review

Caprock Group opened a new position in Starwood Property Trust (STWD) in Q2 2026: 13,653 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Caprock Group previously reported a position in STWD as recently as Q4 2017.

Caprock Group first reported a position in STWD in Q4 2014 and has held it in 12 quarters since. The position peaked at $2.1M in Q3 2016. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Caprock Group held 13,653 shares of Starwood Property Trust worth $230K as of Q2 2026.
  • Starwood Property Trust was a new Caprock Group position in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1121 holding.
  • Caprock Group first reported a position in Starwood Property Trust in Q4 2014 and has held it in 12 quarters since.
  • Caprock Group's Starwood Property Trust position peaked at $2.1M in Q3 2016.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.