Lake Street Advisors Group’s Starwood Property Trust STWD Stock Holding History

Lake Street Advisors 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 Q4	$2.67M	Buy	137,264 +102,351	+293%	+$2.03M	0.12%	108
2024 Q3	$728K	Sell	34,913 -102,351	-75%	-$2.04M	0.03%	265
2024 Q2	$2.67M	Hold	137,264	–	–	0.13%	103
2024 Q1	$2.86M	Hold	137,264	–	–	0.13%	108
2023 Q4	$2.95M	Hold	137,264	–	–	0.15%	98
2023 Q3	$2.66M	Sell	137,264 -338	-0.2%	-$6.85K	0.16%	95
2023 Q2	$2.67M	Hold	137,602	–	–	0.15%	99
2023 Q1	$2.43M	Buy	137,602 +69,380	+102%	+$1.34M	0.15%	94
2022 Q4	$1.25M	Sell	68,222 -57,507	-46%	-$1.15M	0.08%	139
2022 Q3	$2.29M	Hold	125,729	–	–	0.17%	89
2022 Q2	$2.63M	Buy	125,729 +5,959	+5%	+$137K	0.19%	79
2022 Q1	$2.9M	Sell	119,770 -2,130	-2%	-$51.5K	0.18%	83
2021 Q4	$2.96M	Buy	121,900 +4,249	+4%	+$107K	0.19%	78
2021 Q3	$2.87M	Buy	+117,651	New	+$3.01M	0.31%	58
2018 Q3	–	Sell	-37,795	Closed	-$821K	–	301
2018 Q2	$821K	Buy	+37,795	New	+$814K	0.08%	101
2018 Q1	–	Sell	-13,501	Closed	-$288K	–	347
2017 Q4	$288K	Buy	+13,501	New	+$293K	0.03%	226

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Street Advisors Group's STWD Position: Q4 2024 in Review

Lake Street Advisors Group increased its Starwood Property Trust (STWD) stake by 293% in Q4 2024, buying an estimated $2.03M and bringing the position to 137,264 shares worth $2.67M. The position accounts for 0.12% of the portfolio, ranked #108.

Lake Street Advisors Group first reported a position in STWD in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.96M in Q4 2021. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Lake Street Advisors Group held 137,264 shares of Starwood Property Trust worth $2.67M as of Q4 2024.
Lake Street Advisors Group bought 102,351 Starwood Property Trust shares in Q4 2024, an estimated $2.03M.
Starwood Property Trust made up 0.12% of Lake Street Advisors Group's portfolio in Q4 2024, its #108 holding.
Lake Street Advisors Group first reported a position in Starwood Property Trust in Q4 2017 and has held it in 16 quarters since.
Lake Street Advisors Group's Starwood Property Trust position peaked at $2.96M in Q4 2021.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.