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Lindbrook Capital’s Starwood Property Trust STWD Stock Holding History

Lindbrook Capital’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 		$271K Buy
13,693
+1,351
+11% +$26.5K 0.03% 334
2024
Q4 		$234K Sell
12,342
-7,575
-38% -$150K 0.02% 357
2024
Q3 		$406K Buy
19,917
+33
+0.2% +$659 0.04% 250
2024
Q2 		$377K Buy
19,884
+300
+2% +$5.84K 0.04% 246
2024
Q1 		$398K Buy
19,584
+1
+0% +$20 0.04% 240
2023
Q4 		$412K Sell
19,583
-72
-0.4% -$1.41K 0.04% 228
2023
Q3 		$380K Buy
19,655
+82
+0.4% +$1.66K 0.04% 214
2023
Q2 		$380K Hold
19,573
– – 0.04% 219
2023
Q1 		$346K Hold
19,573
– – 0.04% 221
2022
Q4 		$359K Hold
19,573
– – 0.04% 218
2022
Q3 		$357K Hold
19,573
– – 0.06% 187
2022
Q2 		$409K Hold
19,573
– – 0.07% 173
2022
Q1 		$473K Hold
19,573
– – 0.07% 169
2021
Q4 		$476K Buy
19,573
+19,449
+15,685% +$490K 0.07% 173
2021
Q3 		$3K Buy
124
+20
+19% +$512 ﹤0.01% 1444
2021
Q2 		$3K Buy
104
+31
+42% +$790 ﹤0.01% 1508
2021
Q1 		$2K Hold
73
– – ﹤0.01% 1604
2020
Q4 		$1K Hold
73
– – ﹤0.01% 1694
2020
Q3 		$1K Hold
73
– – ﹤0.01% 1653
2020
Q2 		$1K Sell
73
-247
-77% -$3.33K ﹤0.01% 1632
2020
Q1 		$3K Sell
320
-39,686
-99% -$869K ﹤0.01% 1222
2019
Q4 		$995K Buy
40,006
+765
+2% +$18.7K 0.35% 27
2019
Q3 		$950K Buy
39,241
+3,890
+11% +$91.7K 0.36% 26
2019
Q2 		$803K Hold
35,351
– – 0.31% 28
2019
Q1 		$790K Buy
35,351
+100
+0.3% +$2.18K 0.31% 29
2018
Q4 		$694K Buy
+35,251
New +$760K 0.34% 26

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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindbrook Capital's STWD Position: Q1 2025 in Review

Lindbrook Capital increased its Starwood Property Trust (STWD) stake by 11% in Q1 2025, buying an estimated $26.5K and bringing the position to 13,693 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #334.

Lindbrook Capital first reported a position in STWD in Q4 2018 and has held it in 26 quarters since. The position peaked at $995K in Q4 2019. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

  • Lindbrook Capital held 13,693 shares of Starwood Property Trust worth $271K as of Q1 2025.
  • Lindbrook Capital bought 1,351 Starwood Property Trust shares in Q1 2025, an estimated $26.5K.
  • Starwood Property Trust made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #334 holding.
  • Lindbrook Capital first reported a position in Starwood Property Trust in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Starwood Property Trust position peaked at $995K in Q4 2019.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.