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Leo Brokerage’s Starwood Property Trust STWD Stock Holding History

Leo Brokerage’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
Q2 		$381K Buy
19,614
+1,294
+7% +$23K 0.04% 213
2023
Q1 		$324K Buy
+18,320
New +$354K 0.05% 220

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 $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's STWD Position: Q2 2023 in Review

Leo Brokerage increased its Starwood Property Trust (STWD) stake by 7.1% in Q2 2023, buying an estimated $23K and bringing the position to 19,614 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #213.

Leo Brokerage first reported a position in STWD in Q1 2023 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

  • Leo Brokerage held 19,614 shares of Starwood Property Trust worth $381K as of Q2 2023.
  • Leo Brokerage bought 1,294 Starwood Property Trust shares in Q2 2023, an estimated $23K.
  • Starwood Property Trust made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #213 holding.
  • Leo Brokerage first reported a position in Starwood Property Trust in Q1 2023 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.