Kingswood Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Kingswood 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
2025 Q1	–	Sell	-14,110	Closed	-$267K	–	815
2024 Q4	$267K	Buy	+14,110	New	+$280K	0.02%	649
2024 Q3	–	Sell	-12,150	Closed	-$230K	–	746
2024 Q2	$230K	Buy	+12,150	New	+$237K	0.02%	597

Other funds holding STWD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingswood Wealth Advisors's STWD Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 14,110 shares — an estimated $267K sold.

Kingswood Wealth Advisors first reported a position in STWD in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q4 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 14,110 Starwood Property Trust shares in Q1 2025, an estimated $267K.
Kingswood Wealth Advisors first reported a position in Starwood Property Trust in Q2 2024 and held it in 2 quarters.
Kingswood Wealth Advisors's Starwood Property Trust position peaked at $267K in Q4 2024.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.