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Grassi Investment Management’s Starwood Property Trust STWD Stock Holding History

Grassi Investment 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
Q2 		$1.92M Buy
95,700
+60,000
+168% +$1.17M 0.15% 65
2025
Q1 		$706K Sell
35,700
-1,500
-4% -$29.5K 0.07% 85
2024
Q4 		$705K Hold
37,200
– – 0.06% 84
2024
Q3 		$758K Sell
37,200
-11,956
-24% -$239K 0.07% 85
2024
Q2 		$931K Buy
49,156
+56
+0.1% +$1.09K 0.08% 73
2024
Q1 		$998K Hold
49,100
– – 0.09% 72
2023
Q4 		$1.03M Sell
49,100
-1,200
-2% -$23.6K 0.11% 73
2023
Q3 		$973K Hold
50,300
– – 0.11% 77
2023
Q2 		$976K Sell
50,300
-8,000
-14% -$142K 0.11% 78
2023
Q1 		$1.03M Buy
58,300
+8,000
+16% +$155K 0.13% 75
2022
Q4 		$922K Hold
50,300
– – 0.12% 77
2022
Q3 		$916K Hold
50,300
– – 0.13% 79
2022
Q2 		$1.05M Buy
50,300
+1,000
+2% +$23K 0.14% 77
2022
Q1 		$1.19M Buy
49,300
+3,000
+6% +$72.5K 0.12% 81
2021
Q4 		$1.13M Sell
46,300
-2,000
-4% -$50.4K 0.11% 86
2021
Q3 		$1.18M Hold
48,300
– – 0.13% 84
2021
Q2 		$1.26M Hold
48,300
– – 0.14% 82
2021
Q1 		$1.2M Sell
48,300
-22,005
-31% -$477K 0.14% 79
2020
Q4 		$1.36M Sell
70,305
-337,979
-83% -$5.75M 0.17% 75
2020
Q3 		$6.16M Buy
408,284
+3,571
+0.9% +$54.5K 0.87% 46
2020
Q2 		$6.05M Buy
404,713
+1,919
+0.5% +$25.8K 0.87% 49
2020
Q1 		$4.13M Buy
402,794
+44,894
+13% +$984K 0.72% 55
2019
Q4 		$8.9M Buy
357,900
+36,858
+11% +$902K 1.2% 31
2019
Q3 		$7.78M Buy
321,042
+1,709
+0.5% +$40.3K 1.17% 38
2019
Q2 		$7.25M Buy
319,333
+21,183
+7% +$481K 1.07% 40
2019
Q1 		$6.66M Buy
298,150
+272,350
+1,056% +$5.94M 0.99% 44
2018
Q4 		$509K Buy
+25,800
New +$556K 0.09% 90

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

Grassi Investment Management's STWD Position: Q2 2025 in Review

Grassi Investment Management increased its Starwood Property Trust (STWD) stake by 168% in Q2 2025, buying an estimated $1.17M and bringing the position to 95,700 shares worth $1.92M. The position accounts for 0.15% of the portfolio, ranked #65.

Grassi Investment Management first reported a position in STWD in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.9M in Q4 2019. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

  • Grassi Investment Management held 95,700 shares of Starwood Property Trust worth $1.92M as of Q2 2025.
  • Grassi Investment Management bought 60,000 Starwood Property Trust shares in Q2 2025, an estimated $1.17M.
  • Starwood Property Trust made up 0.15% of Grassi Investment Management's portfolio in Q2 2025, its #65 holding.
  • Grassi Investment Management first reported a position in Starwood Property Trust in Q4 2018 and has held it in 27 quarters since.
  • Grassi Investment Management's Starwood Property Trust position peaked at $8.9M in Q4 2019.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.