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JP Morgan Private Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$56.9M Buy
2,941,284
+1,349,284
+85% +$27.4M 0.16% 142
2023
Q2 		$30.9M Sell
1,592,000
-1,536,789
-49% -$27.3M 0.16% 121
2023
Q1 		$55.3M Buy
3,128,789
+709,840
+29% +$13.7M 0.12% 177
2022
Q4 		$44.3M Sell
2,418,949
-447,176
-16% -$8.91M 0.1% 191
2022
Q3 		$52.2M Buy
2,866,125
+129,476
+5% +$2.93M 0.14% 160
2022
Q2 		$57.2M Buy
2,736,649
+136,428
+5% +$3.14M 0.15% 156
2022
Q1 		$62.8M Buy
2,600,221
+325,646
+14% +$7.87M 0.14% 162
2021
Q4 		$55.3M Sell
2,274,575
-5,986
-0.3% -$151K 0.12% 180
2021
Q3 		$55.7M Buy
2,280,561
+390,357
+21% +$9.98M 0.14% 166
2021
Q2 		$49.5M Buy
1,890,204
+543,209
+40% +$13.8M 0.13% 174
2021
Q1 		$33.3M Sell
1,346,995
-276,424
-17% -$5.99M 0.11% 194
2020
Q4 		$31.3M Buy
1,623,419
+542,882
+50% +$9.24M 0.1% 198
2020
Q3 		$16.3M Buy
1,080,537
+406,832
+60% +$6.21M 0.06% 246
2020
Q2 		$10.1M Sell
673,705
-48,965
-7% -$659K 0.05% 284
2020
Q1 		$7.41M Buy
722,670
+99,399
+16% +$2.18M 0.04% 300
2019
Q4 		$15.5M Buy
623,271
+145,430
+30% +$3.56M 0.07% 240
2019
Q3 		$11.6M Buy
477,841
+114,122
+31% +$2.69M 0.06% 262
2019
Q2 		$8.26M Sell
363,719
-12,467
-3% -$283K 0.05% 302
2019
Q1 		$8.41M Sell
376,186
-260,436
-41% -$5.68M 0.04% 308
2018
Q4 		$12.5M Sell
636,622
-2,113
-0.3% -$45.6K 0.08% 229
2018
Q3 		$13.7M Buy
638,735
+317,632
+99% +$7.03M 0.07% 247
2018
Q2 		$6.97M Buy
+321,103
New +$6.91M 0.04% 335
2016
Q2 		– Sell
-35,410
Closed -$670K – 1311
2016
Q1 		$670K Buy
+35,410
New +$657K 0.01% 662

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's STWD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Starwood Property Trust (STWD) stake by 85% in Q3 2023, buying an estimated $27.4M and bringing the position to 2,941,284 shares worth $56.9M. The position accounts for 0.16% of the portfolio, ranked #142.

JP Morgan Private Wealth Advisors first reported a position in STWD in Q1 2016 and has held it in 23 quarters since. The position peaked at $62.8M in Q1 2022. 453 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,941,284 shares of Starwood Property Trust worth $56.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,349,284 Starwood Property Trust shares in Q3 2023, an estimated $27.4M.
  • Starwood Property Trust made up 0.16% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #142 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Starwood Property Trust in Q1 2016 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Starwood Property Trust position peaked at $62.8M in Q1 2022.
  • 453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.