Evergreen Capital Management’s Starwood Property Trust STWD Stock Holding History

Evergreen Capital Management’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	$466K	Buy	28,472 +17,147	+151%	+$298K	0.01%	949
2026 Q1	$195K	Sell	11,325 -6	-0.1%	-$108	﹤0.01%	1409
2025 Q4	$210K	Sell	11,331 -3,408	-23%	-$62.7K	﹤0.01%	1291
2025 Q3	$285K	Buy	+14,739	New	+$297K	0.01%	1012
2025 Q2	–	Sell	-22,093	Closed	-$437K	–	1246
2025 Q1	$437K	Buy	22,093 +7,639	+53%	+$150K	0.01%	559
2024 Q4	$281K	Sell	14,454 -2,448	-14%	-$48.5K	0.01%	770
2024 Q3	$353K	Sell	16,902 -21,931	-56%	-$438K	0.01%	648
2024 Q2	$754K	Buy	38,833 +5,697	+17%	+$111K	0.03%	355
2024 Q1	$689K	Buy	33,136 +57	+0.2%	+$1.15K	0.03%	361
2023 Q4	$711K	Buy	33,079 +20,027	+153%	+$393K	0.03%	341
2023 Q3	$259K	Buy	13,052 +224	+2%	+$4.54K	0.01%	611
2023 Q2	$249K	Sell	12,828 -3,616	-22%	-$64.3K	0.01%	634
2023 Q1	$299K	Buy	+16,444	New	+$318K	0.01%	511

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Evergreen Capital Management's STWD Position: Q2 2026 in Review

Evergreen Capital Management increased its Starwood Property Trust (STWD) stake by 151% in Q2 2026, buying an estimated $298K and bringing the position to 28,472 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #949.

Evergreen Capital Management first reported a position in STWD in Q1 2023 and has held it in 13 quarters since. The position peaked at $754K in Q2 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Evergreen Capital Management held 28,472 shares of Starwood Property Trust worth $466K as of Q2 2026.
Evergreen Capital Management bought 17,147 Starwood Property Trust shares in Q2 2026, an estimated $298K.
Starwood Property Trust made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #949 holding.
Evergreen Capital Management first reported a position in Starwood Property Trust in Q1 2023 and has held it in 13 quarters since.
Evergreen Capital Management's Starwood Property Trust position peaked at $754K in Q2 2024.
517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.