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Jefferies Financial Group’s Starwood Property Trust STWD Stock Holding History

Jefferies Financial Group’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 		– Sell
-51,587
Closed -$929K – 2184
2025
Q4 		$929K Buy
+51,587
New +$949K ﹤0.01% 1121
2024
Q4 		– Sell
-118,072
Closed -$2.41M – 1838
2024
Q3 		$2.41M Buy
+118,072
New +$2.36M 0.02% 536
2024
Q2 		– Sell
-13,821
Closed -$281K – 1855
2024
Q1 		$281K Sell
13,821
-25,220
-65% -$511K ﹤0.01% 1234
2023
Q4 		$821K Buy
+39,041
New +$767K 0.01% 1040
2023
Q3 		– Sell
-26,862
Closed -$545K – 1977
2023
Q2 		$521K Buy
+26,862
New +$477K ﹤0.01% 1163

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Jefferies Financial Group's STWD Position: Q1 2026 in Review

Jefferies Financial Group sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 51,587 shares — an estimated $929K sold.

Jefferies Financial Group first reported a position in STWD in Q2 2023 and held it in 5 quarters. The position peaked at $2.41M in Q3 2024. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Jefferies Financial Group reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 51,587 Starwood Property Trust shares in Q1 2026, an estimated $929K.
  • Jefferies Financial Group first reported a position in Starwood Property Trust in Q2 2023 and held it in 5 quarters.
  • Jefferies Financial Group's Starwood Property Trust position peaked at $2.41M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.