Insigneo Advisory Services’s Starwood Property Trust STWD Stock Holding History

Insigneo Advisory Services’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
2026 Q1	$259K	Hold	15,050	–	–	0.02%	551
2025 Q4	$271K	Sell	15,050 -1,300	-8%	-$23.9K	0.02%	548
2025 Q3	$317K	Buy	16,350 +1,500	+10%	+$30.2K	0.02%	497
2025 Q2	$298K	Sell	14,850 -5,815	-28%	-$113K	0.03%	460
2025 Q1	$409K	Buy	20,665 +10,153	+97%	+$200K	0.04%	347
2024 Q4	$199K	Sell	10,512 -4,745	-31%	-$94K	0.02%	530
2024 Q3	$311K	Buy	+15,257	New	+$304K	0.03%	439
2024 Q2	–	Sell	-29,407	Closed	-$612K	–	638
2024 Q1	$612K	Hold	29,407	–	–	0.07%	231
2023 Q4	$632K	Buy	29,407 +4,077	+16%	+$80.1K	0.09%	202
2023 Q3	$504K	Buy	25,330 +4,545	+22%	+$92.2K	0.1%	184
2023 Q2	$413K	Buy	20,785 +5,815	+39%	+$103K	0.08%	228
2023 Q1	$265K	Buy	14,970 +2,700	+22%	+$52.1K	0.08%	217
2022 Q4	$231K	Buy	+12,270	New	+$244K	0.09%	228

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Insigneo Advisory Services's STWD Position: Q1 2026 in Review

Insigneo Advisory Services held its Starwood Property Trust (STWD) position steady in Q1 2026 at 15,050 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #551.

Insigneo Advisory Services first reported a position in STWD in Q4 2022 and has held it in 13 quarters since. The position peaked at $632K in Q4 2023. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Insigneo Advisory Services held 15,050 shares of Starwood Property Trust worth $259K as of Q1 2026.
Insigneo Advisory Services left its Starwood Property Trust share count unchanged in Q1 2026.
Starwood Property Trust made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #551 holding.
Insigneo Advisory Services first reported a position in Starwood Property Trust in Q4 2022 and has held it in 13 quarters since.
Insigneo Advisory Services's Starwood Property Trust position peaked at $632K in Q4 2023.
525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.