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LM Advisors’s Starwood Property Trust STWD Stock Holding History

LM Advisors’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
Q3 		– Sell
-9,999
Closed -$201K – 211
2025
Q2 		$201K Buy
+9,999
New +$194K 0.03% 184
2024
Q4 		– Sell
-9,987
Closed -$204K – 197
2024
Q3 		$204K Buy
+9,987
New +$199K 0.04% 170
2024
Q2 		– Sell
-9,980
Closed -$203K – 216
2024
Q1 		$203K Sell
9,980
-312
-3% -$6.32K 0.03% 209
2023
Q4 		$216K Buy
+10,292
New +$202K 0.04% 190

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LM Advisors's STWD Position: Q3 2025 in Review

LM Advisors sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 9,999 shares — an estimated $201K sold.

LM Advisors first reported a position in STWD in Q4 2023 and held it in 4 quarters. The position peaked at $216K in Q4 2023. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • LM Advisors reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • LM Advisors sold 9,999 Starwood Property Trust shares in Q3 2025, an estimated $201K.
  • LM Advisors first reported a position in Starwood Property Trust in Q4 2023 and held it in 4 quarters.
  • LM Advisors's Starwood Property Trust position peaked at $216K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on LM Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.