Castleview Partners’s Starwood Property Trust STWD Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-769	Closed	-$14.6K	–	516
2024 Q4	$14.6K	Hold	769	–	–	0.01%	522
2024 Q3	$15.7K	Hold	769	–	–	0.01%	479
2024 Q2	$14.6K	Hold	769	–	–	0.01%	469
2024 Q1	$15.6K	Hold	769	–	–	0.01%	496
2023 Q4	$16.2K	Hold	769	–	–	0.01%	456
2023 Q3	$14.9K	Hold	769	–	–	0.01%	391
2023 Q2	$14.9K	Hold	769	–	–	0.01%	389
2023 Q1	$13.6K	Hold	769	–	–	0.01%	386
2022 Q4	$14.1K	Hold	769	–	–	0.01%	326
2022 Q3	$14K	Buy	769 +764	+15,280%	+$17.3K	0.01%	352
2022 Q2	$308	Sell	5 -764	-99%	-$17.6K	﹤0.01%	734
2022 Q1	$18K	Sell	769 -17,917	-96%	-$433K	0.01%	440
2021 Q4	$769	Buy	+18,686	New	+$471K	0.01%	437
2021 Q2	$20K	Buy	+769	New	+$19.6K	0.01%	557

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Castleview Partners's STWD Position: Q1 2025 in Review

Castleview Partners sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 769 shares — an estimated $14.6K sold.

Castleview Partners first reported a position in STWD in Q2 2021 and held it in 14 quarters. The position peaked at $20K in Q2 2021. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

Castleview Partners reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 769 Starwood Property Trust shares in Q1 2025, an estimated $14.6K.
Castleview Partners first reported a position in Starwood Property Trust in Q2 2021 and held it in 14 quarters.
Castleview Partners's Starwood Property Trust position peaked at $20K in Q2 2021.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.