EI
STWD icon

Ethic Inc’s Starwood Property Trust STWD Stock Holding History

Ethic Inc’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 		$805K Buy
49,162
+4,875
+11% +$84.8K 0.01% 787
2026
Q1 		$763K Sell
44,287
-2,966
-6% -$53.2K 0.01% 733
2025
Q4 		$851K Sell
47,253
-8,196
-15% -$151K 0.01% 692
2025
Q3 		$1.07M Sell
55,449
-6,151
-10% -$124K 0.02% 611
2025
Q2 		$1.26M Buy
61,600
+33,908
+122% +$659K 0.02% 550
2025
Q1 		$550K Buy
27,692
+1,186
+4% +$23.3K 0.01% 754
2024
Q4 		$502K Sell
26,506
-4,627
-15% -$91.7K 0.01% 802
2024
Q3 		$633K Buy
31,133
+1,883
+6% +$37.6K 0.02% 708
2024
Q2 		$554K Sell
29,250
-1,883
-6% -$36.7K 0.01% 742
2024
Q1 		$633K Sell
31,133
-8,485
-21% -$172K 0.02% 706
2023
Q4 		$833K Buy
39,618
+11,145
+39% +$219K 0.02% 590
2023
Q3 		$551K Buy
28,473
+6,818
+31% +$138K 0.02% 651
2023
Q2 		$420K Buy
21,655
+3,756
+21% +$66.7K 0.02% 702
2023
Q1 		$317K Buy
17,899
+1,470
+9% +$28.4K 0.01% 780
2022
Q4 		$301K Buy
+16,429
New +$327K 0.02% 716
2022
Q2 		– Sell
-10,908
Closed -$264K – 788
2022
Q1 		$264K Buy
10,908
+2,630
+32% +$63.5K 0.02% 639
2021
Q4 		$201K Buy
+8,278
New +$209K 0.02% 621

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

Ethic Inc's STWD Position: Q2 2026 in Review

Ethic Inc increased its Starwood Property Trust (STWD) stake by 11% in Q2 2026, buying an estimated $84.8K and bringing the position to 49,162 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #787.

Ethic Inc first reported a position in STWD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Ethic Inc held 49,162 shares of Starwood Property Trust worth $805K as of Q2 2026.
  • Ethic Inc bought 4,875 Starwood Property Trust shares in Q2 2026, an estimated $84.8K.
  • Starwood Property Trust made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #787 holding.
  • Ethic Inc first reported a position in Starwood Property Trust in Q4 2021 and has held it in 17 quarters since.
  • Ethic Inc's Starwood Property Trust position peaked at $1.26M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.