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Financial Gravity Companies’s Starwood Property Trust STWD Stock Holding History

Financial Gravity Companies’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
Q2 		$44K Buy
+2,101
New +$40.8K 0.01% 320
2018
Q4 		$10K Buy
+472
New +$10.2K 0.01% 600
2018
Q1 		$39K Sell
1,892
-339
-15% -$7.01K 0.04% 389
2017
Q4 		$45K Buy
+2,231
New +$48.3K 0.05% 307

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Gravity Companies's STWD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Starwood Property Trust (STWD) in Q2 2025: 2,101 shares worth $44K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in STWD as recently as Q4 2018.

Financial Gravity Companies first reported a position in STWD in Q4 2017 and has held it in 4 quarters since. The position peaked at $45K in Q4 2017. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

  • Financial Gravity Companies held 2,101 shares of Starwood Property Trust worth $44K as of Q2 2025.
  • Starwood Property Trust was a new Financial Gravity Companies position in Q2 2025.
  • Starwood Property Trust made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #320 holding.
  • Financial Gravity Companies first reported a position in Starwood Property Trust in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Starwood Property Trust position peaked at $45K in Q4 2017.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.