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Insight Folios’s Starwood Property Trust STWD Stock Holding History

Insight Folios’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
2024
Q3 		$7.45M Buy
365,791
+23,710
+7% +$473K 2.66% 15
2024
Q2 		$6.48M Buy
342,081
+8,751
+3% +$171K 2.66% 15
2024
Q1 		$6.78M Buy
333,330
+7,004
+2% +$142K 2.74% 11
2023
Q4 		$6.86M Buy
326,326
+18,278
+6% +$359K 2.97% 10
2023
Q3 		$5.96M Sell
308,048
-37,247
-11% -$755K 2.91% 11
2023
Q2 		$6.7M Buy
345,295
+22,852
+7% +$406K 2.81% 14
2023
Q1 		$5.7M Buy
322,443
+23,713
+8% +$458K 2.53% 24
2022
Q4 		$5.48M Buy
298,730
+6,534
+2% +$130K 2.47% 25
2022
Q3 		$5.32M Buy
292,196
+12,396
+4% +$281K 2.71% 18
2022
Q2 		$5.84M Buy
279,800
+19,302
+7% +$444K 2.78% 19
2022
Q1 		$6.3M Buy
260,498
+13,863
+6% +$335K 2.8% 8
2021
Q4 		$5.99M Buy
246,635
+2,777
+1% +$70K 2.81% 6
2021
Q3 		$5.95M Buy
243,858
+3,182
+1% +$81.4K 3.28% 2
2021
Q2 		$6.3M Buy
240,676
+2,169
+0.9% +$55.3K 3.7% 6
2021
Q1 		$5.9M Sell
238,507
-2,984
-1% -$64.6K 4.04% 4
2020
Q4 		$4.66M Buy
241,491
+15,148
+7% +$258K 3.46% 7
2020
Q3 		$3.42M Buy
226,343
+6,802
+3% +$104K 3.16% 10
2020
Q2 		$3.28M Buy
219,541
+54,612
+33% +$735K 3.15% 11
2020
Q1 		$1.69M Buy
164,929
+13,274
+9% +$291K 1.93% 28
2019
Q4 		$3.77M Buy
+151,655
New +$3.71M 3.34% 12

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Folios's STWD Position: Q3 2024 in Review

Insight Folios increased its Starwood Property Trust (STWD) stake by 6.9% in Q3 2024, buying an estimated $473K and bringing the position to 365,791 shares worth $7.45M. The position accounts for 2.66% of the portfolio, ranked #15.

Insight Folios first reported a position in STWD in Q4 2019 and has held it in 20 quarters since. 507 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

  • Insight Folios held 365,791 shares of Starwood Property Trust worth $7.45M as of Q3 2024.
  • Insight Folios bought 23,710 Starwood Property Trust shares in Q3 2024, an estimated $473K.
  • Starwood Property Trust made up 2.66% of Insight Folios's portfolio in Q3 2024, its #15 holding.
  • Insight Folios first reported a position in Starwood Property Trust in Q4 2019 and has held it in 20 quarters since.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.