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Chicago Trust’s Starwood Property Trust STWD Stock Holding History

Chicago Trust’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 		$200K Sell
14,800
-7,000
-32% -$112K 0.03% 368
2026
Q2 		$357K Hold
21,800
– – 0.05% 290
2026
Q1 		$375K Buy
21,800
+4,000
+22% +$71.8K 0.06% 279
2025
Q4 		$321K Sell
17,800
-460
-3% -$8.46K 0.05% 306
2025
Q3 		$354K Buy
+18,260
New +$368K 0.05% 314

Other funds holding STWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Chicago Trust's STWD Position: Q3 2026 in Review

Chicago Trust reduced its Starwood Property Trust (STWD) stake by 32% in Q3 2026, selling an estimated $112K and leaving 14,800 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #368.

Chicago Trust first reported a position in STWD in Q3 2025 and has held it in 5 quarters since. The position peaked at $375K in Q1 2026. 236 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Chicago Trust held 14,800 shares of Starwood Property Trust worth $200K as of Q3 2026.
  • Chicago Trust sold 7,000 Starwood Property Trust shares in Q3 2026, an estimated $112K.
  • Starwood Property Trust made up 0.03% of Chicago Trust's portfolio in Q3 2026, its #368 holding.
  • Chicago Trust first reported a position in Starwood Property Trust in Q3 2025 and has held it in 5 quarters since.
  • Chicago Trust's Starwood Property Trust position peaked at $375K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.