Covestor
STWD icon

Covestor’s Starwood Property Trust STWD Stock Holding History

Covestor’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 		$110K Buy
8,167
+4,762
+140% +$76.1K 0.07% 304
2026
Q2 		$56K Sell
3,405
-305
-8% -$5.31K 0.03% 735
2026
Q1 		$64K Sell
3,710
-608
-14% -$10.9K 0.04% 549
2025
Q4 		$78K Sell
4,318
-367
-8% -$6.75K 0.04% 699
2025
Q3 		$91K Buy
4,685
+1,075
+30% +$21.6K 0.05% 635
2025
Q2 		$72K Sell
3,610
-1,529
-30% -$29.7K 0.04% 733
2025
Q1 		$102K Sell
5,139
-834
-14% -$16.4K 0.07% 479
2024
Q4 		$113K Buy
5,973
+14
+0.2% +$277 0.07% 446
2024
Q3 		$121K Buy
5,959
+1,137
+24% +$22.7K 0.08% 412
2024
Q2 		$91K Sell
4,822
-2,868
-37% -$55.9K 0.06% 554
2024
Q1 		$156K Sell
7,690
-1,470
-16% -$29.8K 0.1% 263
2023
Q4 		$192K Buy
9,160
+783
+9% +$15.4K 0.13% 162
2023
Q3 		$162K Sell
8,377
-6,473
-44% -$131K 0.12% 183
2023
Q2 		$288K Buy
14,850
+1,555
+12% +$27.6K 0.22% 51
2023
Q1 		$235K Buy
13,295
+3,098
+30% +$59.8K 0.2% 68
2022
Q4 		$187K Buy
10,197
+3,530
+53% +$70.3K 0.15% 137
2022
Q3 		$121K Buy
6,667
+3,479
+109% +$78.8K 0.11% 264
2022
Q2 		$67K Sell
3,188
-22
-0.7% -$506 0.05% 637
2022
Q1 		$78K Buy
3,210
+1,481
+86% +$35.8K 0.05% 651
2021
Q4 		$42K Buy
+1,729
New +$43.6K 0.06% 643

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

Covestor's STWD Position: Q3 2026 in Review

Covestor increased its Starwood Property Trust (STWD) stake by 140% in Q3 2026, buying an estimated $76.1K and bringing the position to 8,167 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #304.

Covestor first reported a position in STWD in Q4 2021 and has held it in 20 quarters since. The position peaked at $288K in Q2 2023. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Covestor held 8,167 shares of Starwood Property Trust worth $110K as of Q3 2026.
  • Covestor bought 4,762 Starwood Property Trust shares in Q3 2026, an estimated $76.1K.
  • Starwood Property Trust made up 0.07% of Covestor's portfolio in Q3 2026, its #304 holding.
  • Covestor first reported a position in Starwood Property Trust in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Starwood Property Trust position peaked at $288K in Q2 2023.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.