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Crux Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Crux Wealth 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
2025
Q4 		– Sell
-25,526
Closed -$494K – 189
2025
Q3 		$494K Buy
25,526
+539
+2% +$10.9K 0.2% 117
2025
Q2 		$501K Buy
24,987
+643
+3% +$12.5K 0.21% 111
2025
Q1 		$481K Buy
24,344
+610
+3% +$12K 0.25% 109
2024
Q4 		$450K Buy
+23,734
New +$470K 0.25% 100

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Crux Wealth Advisors's STWD Position: Q4 2025 in Review

Crux Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 25,526 shares — an estimated $494K sold.

Crux Wealth Advisors first reported a position in STWD in Q4 2024 and held it in 4 quarters. The position peaked at $501K in Q2 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Crux Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 25,526 Starwood Property Trust shares in Q4 2025, an estimated $494K.
  • Crux Wealth Advisors first reported a position in Starwood Property Trust in Q4 2024 and held it in 4 quarters.
  • Crux Wealth Advisors's Starwood Property Trust position peaked at $501K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Crux Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.