Financial Gravity Asset Management’s Starwood Property Trust STWD Stock Holding History

Financial Gravity Asset 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
2025 Q4	–	Sell	-2,133	Closed	-$43.9K	–	920
2025 Q3	$43.9K	Buy	+2,133	New	+$42.9K	0.01%	313
2025 Q1	$44.5K	Buy	+2,071	New	+$40.7K	0.01%	323
2024 Q2	–	Sell	-4	Closed	-$77	–	1751
2024 Q1	$77	Buy	4 +1	+33%	+$20	﹤0.01%	996
2023 Q4	$55	Buy	+3	New	+$59	﹤0.01%	1132
2021 Q3	$24K	Hold	3	–	–	0.01%	768
2021 Q2	$26K	Buy	+3	New	+$76	0.01%	754
2020 Q4	$0	Buy	+2	New	+$34	﹤0.01%	653
2019 Q4	$25K	Sell	2 -5	-71%	-$122	0.02%	943
2019 Q3	$0	Sell	7 -101	-94%	-$2.38K	﹤0.01%	1528
2019 Q2	$2K	Sell	108 -257	-70%	-$5.83K	﹤0.01%	946
2019 Q1	$8K	Buy	+365	New	+$7.96K	0.01%	608
2018 Q3	$4K	Sell	183 -13	-7%	-$288	﹤0.01%	804
2018 Q2	$4K	Sell	196 -1,696	-90%	-$36.5K	﹤0.01%	847
2018 Q1	$39K	Buy	+1,892	New	+$39.1K	0.04%	389

Other funds holding STWD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

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

Financial Gravity Asset Management's STWD Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 2,133 shares — an estimated $43.9K sold.

Financial Gravity Asset Management first reported a position in STWD in Q1 2018 and held it in 14 quarters. The position peaked at $44.5K in Q1 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

Financial Gravity Asset Management reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 2,133 Starwood Property Trust shares in Q4 2025, an estimated $43.9K.
Financial Gravity Asset Management first reported a position in Starwood Property Trust in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's Starwood Property Trust position peaked at $44.5K in Q1 2025.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.