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Leo Wealth LLC’s Starwood Property Trust STWD Stock Holding History

Leo Wealth LLC’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
2026
Q1 		$319K Sell
18,525
-3,816
-17% -$68.5K 0.02% 350
2025
Q4 		$402K Sell
22,341
-1,384
-6% -$25.5K 0.03% 297
2025
Q3 		$460K Buy
23,725
+858
+4% +$17.3K 0.06% 187
2025
Q2 		$459K Sell
22,867
-4,770
-17% -$92.7K 0.04% 250
2025
Q1 		$546K Buy
27,637
+2,155
+8% +$42.3K 0.08% 167
2024
Q4 		$483K Sell
25,482
-1,045
-4% -$20.7K 0.04% 239
2024
Q3 		$541K Sell
26,527
-127
-0.5% -$2.54K 0.05% 214
2024
Q2 		$505K Sell
26,654
-181
-0.7% -$3.53K 0.05% 217
2024
Q1 		$546K Buy
26,835
+840
+3% +$17K 0.06% 204
2023
Q4 		$546K Buy
+25,995
New +$510K 0.06% 196

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Leo Wealth LLC's STWD Position: Q1 2026 in Review

Leo Wealth LLC reduced its Starwood Property Trust (STWD) stake by 17% in Q1 2026, selling an estimated $68.5K and leaving 18,525 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #350.

Leo Wealth LLC first reported a position in STWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $546K in Q4 2023. 528 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Leo Wealth LLC held 18,525 shares of Starwood Property Trust worth $319K as of Q1 2026.
  • Leo Wealth LLC sold 3,816 Starwood Property Trust shares in Q1 2026, an estimated $68.5K.
  • Starwood Property Trust made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #350 holding.
  • Leo Wealth LLC first reported a position in Starwood Property Trust in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Starwood Property Trust position peaked at $546K in Q4 2023.
  • 528 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.