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Evolution Wealth Management’s Starwood Property Trust STWD Stock Holding History

Evolution Wealth 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
Q1 		– Sell
-277
Closed -$4.99K – 868
2025
Q4 		$4.99K Hold
277
– – ﹤0.01% 547
2025
Q3 		$5.37K Sell
277
-975
-78% -$19.6K 0.01% 444
2025
Q2 		$25.1K Buy
+1,252
New +$24.3K 0.03% 253

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Evolution Wealth Management's STWD Position: Q1 2026 in Review

Evolution Wealth Management sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 277 shares — an estimated $4.99K sold.

Evolution Wealth Management first reported a position in STWD in Q2 2025 and held it in 3 quarters. The position peaked at $25.1K in Q2 2025. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Evolution Wealth Management reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 277 Starwood Property Trust shares in Q1 2026, an estimated $4.99K.
  • Evolution Wealth Management first reported a position in Starwood Property Trust in Q2 2025 and held it in 3 quarters.
  • Evolution Wealth Management's Starwood Property Trust position peaked at $25.1K in Q2 2025.
  • 529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.