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HBK Sorce Advisory’s Starwood Property Trust STWD Stock Holding History

HBK Sorce Advisory’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
-10,490
Closed -$196K – 668
2025
Q3 		$196K Buy
+10,490
New +$211K ﹤0.01% 585
2024
Q2 		– Sell
-10,432
Closed -$212K – 613
2024
Q1 		$212K Buy
+10,432
New +$211K 0.01% 542

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

HBK Sorce Advisory's STWD Position: Q4 2025 in Review

HBK Sorce Advisory sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 10,490 shares — an estimated $196K sold.

HBK Sorce Advisory first reported a position in STWD in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • HBK Sorce Advisory reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,490 Starwood Property Trust shares in Q4 2025, an estimated $196K.
  • HBK Sorce Advisory first reported a position in Starwood Property Trust in Q1 2024 and held it in 2 quarters.
  • HBK Sorce Advisory's Starwood Property Trust position peaked at $212K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.