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GeoWealth Management’s Starwood Property Trust STWD Stock Holding History

GeoWealth 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
Q1 		– Sell
-5,175
Closed -$98.1K – 1718
2024
Q4 		$98.1K Buy
5,175
+52
+1% +$1.03K ﹤0.01% 972
2024
Q3 		$104K Buy
+5,123
New +$102K ﹤0.01% 884

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

GeoWealth Management's STWD Position: Q1 2025 in Review

GeoWealth Management sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 5,175 shares — an estimated $98.1K sold.

GeoWealth Management first reported a position in STWD in Q3 2024 and held it in 2 quarters. The position peaked at $104K in Q3 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

  • GeoWealth Management reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 5,175 Starwood Property Trust shares in Q1 2025, an estimated $98.1K.
  • GeoWealth Management first reported a position in Starwood Property Trust in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Starwood Property Trust position peaked at $104K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.