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Concurrent Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Concurrent Investment Advisors’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
Q1 		$4.09M Buy
237,658
+26,959
+13% +$484K 0.04% 402
2025
Q4 		$3.79M Buy
210,699
+24,669
+13% +$454K 0.04% 395
2025
Q3 		$3.6M Buy
186,030
+19,451
+12% +$392K 0.06% 308
2025
Q2 		$3.34M Buy
166,579
+18,049
+12% +$351K 0.06% 301
2025
Q1 		$2.94M Buy
148,530
+10,720
+8% +$211K 0.07% 287
2024
Q4 		$2.61M Buy
137,810
+5,868
+4% +$116K 0.07% 266
2024
Q3 		$2.69M Sell
131,942
-935
-0.7% -$18.7K 0.08% 242
2024
Q2 		$2.52M Buy
132,877
+2,372
+2% +$46.2K 0.08% 230
2024
Q1 		$2.65M Sell
130,505
-1,367
-1% -$27.7K 0.11% 198
2023
Q4 		$2.77M Buy
+131,872
New +$2.59M 0.13% 169

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Concurrent Investment Advisors's STWD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Starwood Property Trust (STWD) stake by 13% in Q1 2026, buying an estimated $484K and bringing the position to 237,658 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #402.

Concurrent Investment Advisors first reported a position in STWD in Q4 2023 and has held it in 10 quarters since. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Concurrent Investment Advisors held 237,658 shares of Starwood Property Trust worth $4.09M as of Q1 2026.
  • Concurrent Investment Advisors bought 26,959 Starwood Property Trust shares in Q1 2026, an estimated $484K.
  • Starwood Property Trust made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #402 holding.
  • Concurrent Investment Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 10 quarters since.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.