Cetera Trust Company
STWD icon

Cetera Trust Company’s Starwood Property Trust STWD Stock Holding History

Cetera Trust Company’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
Q3 		$155K Hold
11,455
– – 0.08% 180
2026
Q2 		$188K Hold
11,455
– – 0.09% 178
2026
Q1 		$197K Sell
11,455
-1,350
-11% -$24.2K 0.11% 164
2025
Q4 		$231K Buy
12,805
+2,075
+19% +$38.2K 0.12% 153
2025
Q3 		$208K Hold
10,730
– – 0.12% 164
2025
Q2 		$215K Buy
10,730
+530
+5% +$10.3K 0.13% 160
2025
Q1 		$202K Buy
10,200
+475
+5% +$9.33K 0.13% 161
2024
Q4 		$184K Sell
9,725
-1,775
-15% -$35.2K 0.12% 169
2024
Q3 		$234K Sell
11,500
-175
-1% -$3.49K 0.14% 152
2024
Q2 		$221K Hold
11,675
– – 0.14% 141
2024
Q1 		$237K Hold
11,675
– – 0.14% 135
2023
Q4 		$245K Buy
+11,675
New +$229K 0.15% 128

Other funds holding STWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Cetera Trust Company's STWD Position: Q3 2026 in Review

Cetera Trust Company held its Starwood Property Trust (STWD) position steady in Q3 2026 at 11,455 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #180.

Cetera Trust Company first reported a position in STWD in Q4 2023 and has held it in 12 quarters since. The position peaked at $245K in Q4 2023. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Cetera Trust Company held 11,455 shares of Starwood Property Trust worth $155K as of Q3 2026.
  • Cetera Trust Company left its Starwood Property Trust share count unchanged in Q3 2026.
  • Starwood Property Trust made up 0.08% of Cetera Trust Company's portfolio in Q3 2026, its #180 holding.
  • Cetera Trust Company first reported a position in Starwood Property Trust in Q4 2023 and has held it in 12 quarters since.
  • Cetera Trust Company's Starwood Property Trust position peaked at $245K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.