Lowe Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Lowe Wealth 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	$3.49K	Hold	180	–	–	﹤0.01%	313
2025 Q2	$3.61K	Hold	180	–	–	﹤0.01%	308
2025 Q1	$3.56K	Hold	180	–	–	﹤0.01%	309
2024 Q4	$3.41K	Hold	180	–	–	﹤0.01%	302
2024 Q3	$3.67K	Hold	180	–	–	﹤0.01%	265
2024 Q2	$3.41K	Hold	180	–	–	﹤0.01%	264
2024 Q1	$3.66K	Hold	180	–	–	﹤0.01%	256
2023 Q4	$3.78K	Hold	180	–	–	﹤0.01%	260
2023 Q3	$3.48K	Hold	180	–	–	﹤0.01%	253
2023 Q2	$3.49K	Hold	180	–	–	﹤0.01%	285
2023 Q1	$3.18K	Hold	180	–	–	﹤0.01%	278
2022 Q4	$3.3K	Hold	180	–	–	﹤0.01%	280
2022 Q3	$3K	Hold	180	–	–	﹤0.01%	285
2022 Q2	$4K	Hold	180	–	–	﹤0.01%	248
2022 Q1	$4K	Hold	180	–	–	﹤0.01%	263
2021 Q4	$4K	Hold	180	–	–	﹤0.01%	244
2021 Q3	$4K	Hold	180	–	–	﹤0.01%	235
2021 Q2	$5K	Hold	180	–	–	﹤0.01%	216
2021 Q1	$4K	Hold	180	–	–	﹤0.01%	222
2020 Q4	$3K	Hold	180	–	–	﹤0.01%	229
2020 Q3	$3K	Hold	180	–	–	﹤0.01%	225
2020 Q2	$3K	Hold	180	–	–	﹤0.01%	217
2020 Q1	$2K	Hold	180	–	–	﹤0.01%	247
2019 Q4	$4K	Hold	180	–	–	﹤0.01%	212
2019 Q3	$4K	Hold	180	–	–	﹤0.01%	210
2019 Q2	$4K	Hold	180	–	–	﹤0.01%	219
2019 Q1	$4K	Hold	180	–	–	﹤0.01%	192
2018 Q4	$4K	Hold	180	–	–	﹤0.01%	185
2018 Q3	$4K	Hold	180	–	–	﹤0.01%	215
2018 Q2	$4K	Hold	180	–	–	﹤0.01%	178
2018 Q1	$4K	Hold	180	–	–	﹤0.01%	186
2017 Q4	$4K	Hold	180	–	–	﹤0.01%	197
2017 Q3	$4K	Hold	180	–	–	﹤0.01%	196
2017 Q2	$4K	Hold	180	–	–	﹤0.01%	170
2017 Q1	$4K	Hold	180	–	–	﹤0.01%	167
2016 Q4	$4K	Hold	180	–	–	﹤0.01%	171
2016 Q3	$4K	Hold	180	–	–	﹤0.01%	171
2016 Q2	$4K	Hold	180	–	–	﹤0.01%	166
2016 Q1	$3K	Hold	180	–	–	﹤0.01%	177
2015 Q4	$4K	Hold	180	–	–	﹤0.01%	172
2015 Q3	$4K	Hold	180	–	–	﹤0.01%	170
2015 Q2	$4K	Buy	+180	New	+$4.27K	﹤0.01%	167

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lowe Wealth Advisors's STWD Position: Q3 2025 in Review

Lowe Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q3 2025 at 180 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Lowe Wealth Advisors first reported a position in STWD in Q2 2015 and has held it in 42 quarters since. The position peaked at $5K in Q2 2021. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

Lowe Wealth Advisors held 180 shares of Starwood Property Trust worth $3.49K as of Q3 2025.
Lowe Wealth Advisors left its Starwood Property Trust share count unchanged in Q3 2025.
Starwood Property Trust made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #313 holding.
Lowe Wealth Advisors first reported a position in Starwood Property Trust in Q2 2015 and has held it in 42 quarters since.
Lowe Wealth Advisors's Starwood Property Trust position peaked at $5K in Q2 2021.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.