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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
2024
Q1 		– Sell
-55,000
Closed -$1.16M – 2013
2023
Q4 		$1.16M Buy
55,000
+5,000
+10% +$98.2K 0.01% 890
2023
Q3 		$968K Buy
50,000
+30,000
+150% +$608K 0.01% 845
2023
Q2 		$388K Buy
+20,000
New +$355K ﹤0.01% 1260

Other funds holding STWD

BlackRock
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
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
Two Sigma Investments New York $124B AUM 33.93% 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. 526 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.
  • 526 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.