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IHT Wealth Management’s Starwood Property Trust STWD Stock Holding History

IHT Wealth 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
-11,638
Closed -$225K – 1256
2025
Q3 		$225K Buy
11,638
+371
+3% +$7.47K 0.01% 1064
2025
Q2 		$226K Buy
11,267
+209
+2% +$4.06K 0.01% 1030
2025
Q1 		$219K Sell
11,058
-253
-2% -$4.97K 0.01% 992
2024
Q4 		$214K Sell
11,311
-2,455
-18% -$48.6K 0.01% 998
2024
Q3 		$280K Buy
+13,766
New +$275K 0.01% 939
2024
Q1 		– Sell
-11,409
Closed -$240K – 1063
2023
Q4 		$240K Sell
11,409
-2,509
-18% -$49.3K 0.01% 850
2023
Q3 		$269K Buy
13,918
+100
+0.7% +$2.03K 0.01% 773
2023
Q2 		$268K Buy
13,818
+115
+0.8% +$2.04K 0.01% 768
2023
Q1 		$242K Buy
13,703
+98
+0.7% +$1.89K 0.01% 772
2022
Q4 		$249K Buy
13,605
+1,198
+10% +$23.9K 0.02% 731
2022
Q3 		$226K Buy
+12,407
New +$281K 0.02% 735
2022
Q1 		– Sell
-8,946
Closed -$217K – 846
2021
Q4 		$217K Buy
+8,946
New +$226K 0.02% 724
2021
Q3 		– Sell
-23,609
Closed -$618K – 960
2021
Q2 		$618K Buy
23,609
+509
+2% +$13K 0.04% 455
2021
Q1 		$571K Buy
23,100
+604
+3% +$13.1K 0.04% 412
2020
Q4 		$434K Buy
+22,496
New +$383K 0.04% 456
2020
Q1 		– Sell
-8,120
Closed -$202K – 650
2019
Q4 		$202K Buy
+8,120
New +$199K 0.02% 567
2018
Q2 		– Sell
-5,984
Closed -$124K – 1238
2018
Q1 		$124K Hold
5,984
– – 0.03% 435
2017
Q4 		$126K Buy
5,984
+1,527
+34% +$33.1K 0.03% 437
2017
Q3 		$97K Sell
4,457
-65
-1% -$1.43K 0.04% 363
2017
Q2 		$33K Buy
4,522
+4,051
+860% +$90.6K 0.02% 634
2017
Q1 		$11K Sell
471
-444
-49% -$10K 0.01% 821
2016
Q4 		$20K Buy
+915
New +$20.2K 0.02% 641

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

IHT Wealth Management's STWD Position: Q4 2025 in Review

IHT Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 11,638 shares — an estimated $225K sold.

IHT Wealth Management first reported a position in STWD in Q4 2016 and held it in 22 quarters. The position peaked at $618K in Q2 2021. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • IHT Wealth Management reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 11,638 Starwood Property Trust shares in Q4 2025, an estimated $225K.
  • IHT Wealth Management first reported a position in Starwood Property Trust in Q4 2016 and held it in 22 quarters.
  • IHT Wealth Management's Starwood Property Trust position peaked at $618K in Q2 2021.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.