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Cornerstone Wealth Group’s Starwood Property Trust STWD Stock Holding History

Cornerstone Wealth Group’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
Q3 		– Sell
-10,101
Closed -$203K – 362
2025
Q2 		$203K Buy
10,101
+59
+0.6% +$1.15K 0.02% 315
2025
Q1 		$199K Sell
10,042
-24
-0.2% -$472 0.02% 281
2024
Q4 		$191K Buy
10,066
+25
+0.2% +$495 0.02% 266
2024
Q3 		$205K Hold
10,041
– – 0.02% 254
2024
Q2 		$190K Sell
10,041
-119
-1% -$2.32K 0.02% 241
2024
Q1 		$207K Buy
+10,160
New +$206K 0.02% 235

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Wealth Group's STWD Position: Q3 2025 in Review

Cornerstone Wealth Group sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 10,101 shares — an estimated $203K sold.

Cornerstone Wealth Group first reported a position in STWD in Q1 2024 and held it in 6 quarters. The position peaked at $207K in Q1 2024. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • Cornerstone Wealth Group reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 10,101 Starwood Property Trust shares in Q3 2025, an estimated $203K.
  • Cornerstone Wealth Group first reported a position in Starwood Property Trust in Q1 2024 and held it in 6 quarters.
  • Cornerstone Wealth Group's Starwood Property Trust position peaked at $207K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Cornerstone Wealth Group's 13F filing for Q3 2025, filed 30 Oct 2025.