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Custom Index Systems’s Starwood Property Trust STWD Stock Holding History

Custom Index Systems’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
Q2 		$168K Sell
10,284
-933
-8% -$16.2K 0.06% 253
2026
Q1 		$193K Sell
11,217
-1,489
-12% -$26.7K 0.08% 247
2025
Q4 		$229K Sell
12,706
-1,946
-13% -$35.8K 0.1% 225
2025
Q3 		$284K Sell
14,652
-165
-1% -$3.32K 0.08% 233
2025
Q2 		$297K Sell
14,817
-6,452
-30% -$125K 0.14% 192
2025
Q1 		$420K Buy
21,269
+10,861
+104% +$213K 0.21% 150
2024
Q4 		$197K Buy
10,408
+21
+0.2% +$416 0.11% 246
2024
Q3 		$212K Buy
10,387
+21
+0.2% +$419 0.11% 222
2024
Q2 		$196K Buy
10,366
+103
+1% +$2.01K 0.11% 242
2024
Q1 		$209K Buy
10,263
+17
+0.2% +$344 0.12% 236
2023
Q4 		$215K Buy
+10,246
New +$201K 0.13% 227

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Custom Index Systems's STWD Position: Q2 2026 in Review

Custom Index Systems reduced its Starwood Property Trust (STWD) stake by 8.3% in Q2 2026, selling an estimated $16.2K and leaving 10,284 shares worth $168K. The position accounts for 0.06% of the portfolio, ranked #253.

Custom Index Systems first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q1 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Custom Index Systems held 10,284 shares of Starwood Property Trust worth $168K as of Q2 2026.
  • Custom Index Systems sold 933 Starwood Property Trust shares in Q2 2026, an estimated $16.2K.
  • Starwood Property Trust made up 0.06% of Custom Index Systems's portfolio in Q2 2026, its #253 holding.
  • Custom Index Systems first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • Custom Index Systems's Starwood Property Trust position peaked at $420K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.