Cassady Schiller Wealth Management’s Starwood Property Trust STWD Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$114	Buy	+6	New	+$119	﹤0.01%	1098

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's STWD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Starwood Property Trust (STWD) in Q4 2024: 6 shares worth $114. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Starwood Property Trust worth $114 as of Q4 2024.
Starwood Property Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
Starwood Property Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1098 holding.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.