CAPTRUST Financial Advisors
STWD icon

CAPTRUST Financial Advisors’s Starwood Property Trust STWD Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$427K Buy
24,781
+4,179
+20% +$75K ﹤0.01% 2141
2025
Q4 		$371K Sell
20,602
-30,550
-60% -$562K ﹤0.01% 2087
2025
Q3 		$991K Buy
51,152
+907
+2% +$18.3K ﹤0.01% 1432
2025
Q2 		$1.01M Buy
50,245
+37,121
+283% +$721K ﹤0.01% 1353
2025
Q1 		$259K Buy
13,124
+237
+2% +$4.66K ﹤0.01% 2018
2024
Q4 		$244K Sell
12,887
-247
-2% -$4.89K ﹤0.01% 2030
2024
Q3 		$268K Buy
13,134
+2,075
+19% +$41.4K ﹤0.01% 1947
2024
Q2 		$209K Sell
11,059
-12,167
-52% -$237K ﹤0.01% 2015
2024
Q1 		$472K Buy
23,226
+3,479
+18% +$70.4K ﹤0.01% 1513
2023
Q4 		$415K Sell
19,747
-8,302
-30% -$163K ﹤0.01% 1881
2023
Q3 		$543K Sell
28,049
-1,068
-4% -$21.7K ﹤0.01% 1603
2023
Q2 		$565K Sell
29,117
-50
-0.2% -$888 ﹤0.01% 1558
2023
Q1 		$516K Sell
29,167
-4,988
-15% -$96.3K ﹤0.01% 1388
2022
Q4 		$626K Buy
34,155
+6,204
+22% +$124K ﹤0.01% 1218
2022
Q3 		$509K Buy
+27,951
New +$633K ﹤0.01% 1237

Other funds holding STWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return