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Frank Rimerman Advisors’s Starwood Property Trust STWD Stock Holding History

Frank Rimerman Advisors’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
-31,927
Closed -$618K – 640
2025
Q3 		$618K Hold
31,927
– – 0.04% 319
2025
Q2 		$641K Sell
31,927
-24,962
-44% -$485K 0.04% 298
2025
Q1 		$1.12M Sell
56,889
-7,756
-12% -$152K 0.09% 182
2024
Q4 		$1.23M Sell
64,645
-909
-1% -$18K 0.09% 167
2024
Q3 		$1.34M Buy
65,554
+6,127
+10% +$122K 0.09% 171
2024
Q2 		$1.13M Buy
+59,427
New +$1.16M 0.08% 195

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Norges Bank
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Frank Rimerman Advisors's STWD Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 31,927 shares — an estimated $618K sold.

Frank Rimerman Advisors first reported a position in STWD in Q2 2024 and held it in 6 quarters. The position peaked at $1.34M in Q3 2024. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Frank Rimerman Advisors reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 31,927 Starwood Property Trust shares in Q4 2025, an estimated $618K.
  • Frank Rimerman Advisors first reported a position in Starwood Property Trust in Q2 2024 and held it in 6 quarters.
  • Frank Rimerman Advisors's Starwood Property Trust position peaked at $1.34M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.