John Overdeck’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.2M | Sell |
2,211,543
-1,386,819
| -39% | -$24.1M | 0.03% | 711 |
|
|
2026
Q1 | $62M | Buy |
3,598,362
+360,044
| +11% | +$6.46M | 0.05% | 412 |
|
|
2025
Q4 | $58.3M | Buy |
3,238,318
+478,640
| +17% | +$8.8M | 0.08% | 305 |
|
|
2025
Q3 | $53.5M | Buy |
2,759,678
+1,518,404
| +122% | +$30.6M | 0.08% | 306 |
|
|
2025
Q2 | $24.9M | Buy |
1,241,274
+966,100
| +351% | +$18.8M | 0.04% | 472 |
|
|
2025
Q1 | $5.44M | Buy |
+275,174
| New | +$5.41M | 0.01% | 1083 |
|
|
2024
Q4 | – | Sell |
-663,645
| Closed | -$13.1M | – | 3470 |
|
|
2024
Q3 | $13.5M | Buy |
663,645
+552,404
| +497% | +$11M | 0.03% | 632 |
|
|
2024
Q2 | $2.11M | Buy |
+111,241
| New | +$2.17M | ﹤0.01% | 1513 |
|
|
2021
Q3 | – | Sell |
-74,527
| Closed | -$1.95M | – | 4680 |
|
|
2021
Q2 | $1.95M | Buy |
+74,527
| New | +$1.9M | ﹤0.01% | 1884 |
|
|
2021
Q1 | – | Sell |
-609,151
| Closed | -$11.8M | – | 4227 |
|
|
2020
Q4 | $11.8M | Buy |
609,151
+184,918
| +44% | +$3.15M | 0.03% | 543 |
|
|
2020
Q3 | $6.4M | Buy |
424,233
+351,530
| +484% | +$5.37M | 0.02% | 695 |
|
|
2020
Q2 | $1.09M | Sell |
72,703
-206,276
| -74% | -$2.78M | 0.01% | 1481 |
|
|
2020
Q1 | $2.86M | Sell |
278,979
-1,129,744
| -80% | -$24.7M | 0.02% | 782 |
|
|
2019
Q4 | $35M | Sell |
1,408,723
-518,674
| -27% | -$12.7M | 0.11% | 222 |
|
|
2019
Q3 | $46.7M | Buy |
1,927,397
+25,477
| +1% | +$601K | 0.16% | 164 |
|
|
2019
Q2 | $43.2M | Buy |
1,901,920
+302,695
| +19% | +$6.87M | 0.14% | 173 |
|
|
2019
Q1 | $35.7M | Buy |
1,599,225
+23,342
| +1% | +$509K | 0.12% | 227 |
|
|
2018
Q4 | $31.1M | Buy |
1,575,883
+300,179
| +24% | +$6.47M | 0.12% | 225 |
|
|
2018
Q3 | $27.5M | Buy |
1,275,704
+46,425
| +4% | +$1.03M | 0.07% | 342 |
|
|
2018
Q2 | $26.7M | Buy |
1,229,279
+486,638
| +66% | +$10.5M | 0.08% | 325 |
|
|
2018
Q1 | $15.6M | Sell |
742,641
-915,689
| -55% | -$18.9M | 0.05% | 425 |
|
|
2017
Q4 | $35.4M | Sell |
1,658,330
-35,646
| -2% | -$772K | 0.12% | 236 |
|
|
2017
Q3 | $36.8M | Sell |
1,693,976
-190,865
| -10% | -$4.21M | 0.13% | 199 |
|
|
2017
Q2 | $42.2M | Buy |
1,884,841
+122,488
| +7% | +$2.74M | 0.15% | 169 |
|
|
2017
Q1 | $39.8M | Buy |
1,762,353
+621,290
| +54% | +$14M | 0.13% | 201 |
|
|
2016
Q4 | $25M | Buy |
1,141,063
+917,199
| +410% | +$20.2M | 0.1% | 246 |
|
|
2016
Q3 | $5.04M | Sell |
223,864
-117,495
| -34% | -$2.6M | 0.02% | 872 |
|
|
2016
Q2 | $7.07M | Sell |
341,359
-500,235
| -59% | -$9.97M | 0.03% | 620 |
|
|
2016
Q1 | $15.9M | Sell |
841,594
-596,005
| -41% | -$11.1M | 0.08% | 317 |
|
|
2015
Q4 | $29.6M | Buy |
1,437,599
+347,475
| +32% | +$7.14M | 0.14% | 172 |
|
|
2015
Q3 | $22.4M | Sell |
1,090,124
-66,606
| -6% | -$1.44M | 0.11% | 213 |
|
|
2015
Q2 | $25M | Buy |
+1,156,730
| New | +$27.4M | 0.12% | 211 |
|
|
2015
Q1 | – | Sell |
-803,108
| Closed | -$18.7M | – | 2847 |
|
|
2014
Q4 | $18.7M | Buy |
803,108
+667,603
| +493% | +$15.3M | 0.1% | 250 |
|
|
2014
Q3 | $2.98M | Sell |
135,505
-393,403
| -74% | -$9.22M | 0.01% | 758 |
|
|
2014
Q2 | $12.6M | Buy |
528,908
+154,724
| +41% | +$3.69M | 0.06% | 427 |
|
|
2014
Q1 | $8.83M | Buy |
+374,184
| New | +$8.88M | 0.05% | 482 |
|
|
2013
Q4 | – | Sell |
-379,083
| Closed | -$7.33M | – | 2361 |
|
|
2013
Q3 | $7.33M | Buy |
379,083
+191,079
| +102% | +$3.84M | 0.05% | 418 |
|
|
2013
Q2 | $3.75M | Buy |
+188,004
| New | +$4.01M | 0.03% | 630 |
|
Other funds holding STWD
ACM
John Overdeck's STWD Position: Q2 2026 in Review
John Overdeck reduced its Starwood Property Trust (STWD) stake by 39% in Q2 2026, selling an estimated $24.1M and leaving 2,211,543 shares worth $36.2M. The position accounts for 0.03% of the portfolio, ranked #711.
John Overdeck first reported a position in STWD in Q2 2013 and has held it in 38 quarters since. The position peaked at $62M in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.
- John Overdeck held 2,211,543 shares of Starwood Property Trust worth $36.2M as of Q2 2026.
- John Overdeck sold 1,386,819 Starwood Property Trust shares in Q2 2026, an estimated $24.1M.
- Starwood Property Trust made up 0.03% of John Overdeck's portfolio in Q2 2026, its #711 holding.
- John Overdeck first reported a position in Starwood Property Trust in Q2 2013 and has held it in 38 quarters since.
- John Overdeck's Starwood Property Trust position peaked at $62M in Q1 2026.
- 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.