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Hennion & Walsh Asset Management’s Starwood Property Trust STWD Stock Holding History

Hennion & Walsh Asset 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
Q4 		– Sell
-34,297
Closed -$664K – 991
2025
Q3 		$664K Sell
34,297
-233
-0.7% -$4.69K 0.02% 627
2025
Q2 		$693K Buy
34,530
+76
+0.2% +$1.48K 0.03% 580
2025
Q1 		$681K Sell
34,454
-74
-0.2% -$1.45K 0.03% 563
2024
Q4 		$654K Buy
34,528
+571
+2% +$11.3K 0.03% 568
2024
Q3 		$692K Buy
33,957
+82
+0.2% +$1.64K 0.03% 537
2024
Q2 		$642K Sell
33,875
-380
-1% -$7.4K 0.03% 522
2024
Q1 		$696K Buy
34,255
+16,835
+97% +$341K 0.04% 498
2023
Q4 		$366K Buy
+17,420
New +$342K 0.02% 623

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

Hennion & Walsh Asset Management's STWD Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 34,297 shares — an estimated $664K sold.

Hennion & Walsh Asset Management first reported a position in STWD in Q4 2023 and held it in 8 quarters. The position peaked at $696K in Q1 2024. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 34,297 Starwood Property Trust shares in Q4 2025, an estimated $664K.
  • Hennion & Walsh Asset Management first reported a position in Starwood Property Trust in Q4 2023 and held it in 8 quarters.
  • Hennion & Walsh Asset Management's Starwood Property Trust position peaked at $696K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.