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LFAS
Level Four Advisory Services’s
Starwood Property Trust
STWD
Stock Holding History
Level Four Advisory Services’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
$459K
Buy
26,674
+24
+0.1%
+$431
0.02%
612
2025
Q4
$480K
Buy
26,650
+1,609
+6%
+$29.6K
0.02%
582
2025
Q3
$485K
Buy
25,041
+439
+2%
+$8.84K
0.02%
561
2025
Q2
$494K
Sell
24,602
-4,802
-16%
-$93.3K
0.02%
525
2025
Q1
$581K
Buy
29,404
+517
+2%
+$10.2K
0.02%
464
2024
Q4
$547K
Sell
28,887
-48
-0.2%
-$951
0.02%
471
2024
Q3
$571K
Buy
28,935
+890
+3%
+$17.8K
0.02%
480
2024
Q2
$531K
Sell
28,045
-4,204
-13%
-$81.9K
0.02%
471
2024
Q1
$678K
Hold
32,249
–
–
0.04%
377
2023
Q4
$678K
Buy
32,249
+1,944
+6%
+$38.2K
0.04%
374
2023
Q3
$586K
Sell
30,305
-2,090
-6%
-$42.4K
0.04%
401
2023
Q2
$628K
Buy
32,395
+2,691
+9%
+$47.8K
0.04%
408
2023
Q1
$525K
Buy
29,704
+6,341
+27%
+$122K
0.03%
413
2022
Q4
$428K
Buy
+23,363
New
+$465K
0.03%
424
Other funds holding STWD
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1-Year Est. Return
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$4.04T AUM
VPM
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$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
ACM
Advisors Capital Management
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$8.58B AUM
23.43%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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