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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
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 $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

Custom Index Systems's STWD Position: Q1 2026 in Review

Custom Index Systems reduced its Starwood Property Trust (STWD) stake by 12% in Q1 2026, selling an estimated $26.7K and leaving 11,217 shares worth $193K. The position accounts for 0.08% of the portfolio, ranked #247.

Custom Index Systems first reported a position in STWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $420K in Q1 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Custom Index Systems held 11,217 shares of Starwood Property Trust worth $193K as of Q1 2026.
  • Custom Index Systems sold 1,489 Starwood Property Trust shares in Q1 2026, an estimated $26.7K.
  • Starwood Property Trust made up 0.08% of Custom Index Systems's portfolio in Q1 2026, its #247 holding.
  • Custom Index Systems first reported a position in Starwood Property Trust in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's Starwood Property Trust position peaked at $420K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.