Carson Wealth (CWM LLC)
STWD icon

Carson Wealth (CWM LLC)’s Starwood Property Trust STWD Stock Holding History

Carson Wealth (CWM LLC)’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 		$395K Buy
22,963
+541
+2% +$9.71K ﹤0.01% 2188
2025
Q4 		$404K Sell
22,422
-10,960
-33% -$202K ﹤0.01% 2052
2025
Q3 		$647K Sell
33,382
-1,458
-4% -$29.4K ﹤0.01% 1651
2025
Q2 		$699K Buy
34,840
+17,079
+96% +$332K ﹤0.01% 1436
2025
Q1 		$351K Buy
17,761
+4,390
+33% +$86.3K ﹤0.01% 1598
2024
Q4 		$253K Buy
13,371
+942
+8% +$18.7K ﹤0.01% 1689
2024
Q3 		$253K Buy
12,429
+178
+1% +$3.55K ﹤0.01% 1635
2024
Q2 		$232K Buy
12,251
+171
+1% +$3.33K ﹤0.01% 1509
2024
Q1 		$246K Sell
12,080
-37
-0.3% -$749 ﹤0.01% 1420
2023
Q4 		$255K Sell
12,117
-1,406
-10% -$27.6K ﹤0.01% 1313
2023
Q3 		$262K Buy
13,523
+252
+2% +$5.11K ﹤0.01% 1203
2023
Q2 		$257K Buy
13,271
+4,346
+49% +$77.2K ﹤0.01% 1167
2023
Q1 		$158K Buy
8,925
+271
+3% +$5.23K ﹤0.01% 1295
2022
Q4 		$159K Buy
8,654
+1,051
+14% +$20.9K ﹤0.01% 1190
2022
Q3 		$139K Buy
7,603
+1,268
+20% +$28.7K ﹤0.01% 1198
2022
Q2 		$132K Sell
6,335
-178
-3% -$4.09K ﹤0.01% 1206
2022
Q1 		$157K Sell
6,513
-306
-4% -$7.39K ﹤0.01% 1146
2021
Q4 		$166K Buy
+6,819
New +$172K ﹤0.01% 1101
2021
Q2 		$169K Hold
6,475
– – ﹤0.01% 960
2021
Q1 		$169K Hold
6,475
– – ﹤0.01% 960
2020
Q4 		$169K Hold
6,475
– – ﹤0.01% 960
2020
Q3 		$169K Hold
6,475
– – ﹤0.01% 960
2020
Q2 		$169K Hold
6,475
– – ﹤0.01% 960
2020
Q1 		$169K Hold
6,475
– – ﹤0.01% 960
2019
Q4 		$169K Hold
6,475
– – ﹤0.01% 960
2019
Q3 		$169K Hold
6,475
– – ﹤0.01% 960
2019
Q2 		$169K Hold
6,475
– – ﹤0.01% 960
2019
Q1 		$169K Sell
6,475
-1,072,104
-99% -$23.4M ﹤0.01% 960
2018
Q4 		$21.3M Buy
1,078,579
+128,317
+14% +$2.77M 0.53% 47
2018
Q3 		$20.4M Buy
950,262
+949,992
+351,849% +$21M 0.52% 50
2018
Q2 		$6K Buy
+270
New +$5.81K ﹤0.01% 1161

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STWD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Starwood Property Trust (STWD) stake by 2.4% in Q1 2026, buying an estimated $9.71K and bringing the position to 22,963 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Carson Wealth (CWM LLC) first reported a position in STWD in Q2 2018 and has held it in 31 quarters since. The position peaked at $21.3M in Q4 2018. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,963 shares of Starwood Property Trust worth $395K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 541 Starwood Property Trust shares in Q1 2026, an estimated $9.71K.
  • Starwood Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2188 holding.
  • Carson Wealth (CWM LLC) first reported a position in Starwood Property Trust in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Starwood Property Trust position peaked at $21.3M in Q4 2018.
  • 529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.