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CBIZ Investment Advisory Services’s Starwood Property Trust STWD Stock Holding History

CBIZ Investment Advisory Services’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
Q4 		– Hold
0
– – – 767
2025
Q3 		– Sell
-245
Closed -$4.93K – 662
2025
Q2 		$5.04K Buy
245
+244
+24,400% +$4.74K ﹤0.01% 429
2025
Q1 		$30 Sell
1
-106
-99% -$2.08K ﹤0.01% 608
2024
Q4 		$2.09K Buy
107
+3
+3% +$59 ﹤0.01% 374
2024
Q3 		$2.19K Buy
104
+2
+2% +$40 ﹤0.01% 337
2024
Q2 		$1.99K Buy
102
+2
+2% +$39 ﹤0.01% 337
2024
Q1 		$2.08K Buy
+100
New +$2.02K ﹤0.01% 308

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

CBIZ Investment Advisory Services's STWD Position: Q4 2025 in Review

CBIZ Investment Advisory Services held its Starwood Property Trust (STWD) position steady in Q4 2025 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #767.

CBIZ Investment Advisory Services first reported a position in STWD in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.04K in Q2 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • CBIZ Investment Advisory Services held 0 shares of Starwood Property Trust worth $9 as of Q4 2025.
  • CBIZ Investment Advisory Services left its Starwood Property Trust share count unchanged in Q4 2025.
  • Starwood Property Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q4 2025, its #767 holding.
  • CBIZ Investment Advisory Services first reported a position in Starwood Property Trust in Q1 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Starwood Property Trust position peaked at $5.04K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.