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M Holdings Securities’s Starwood Property Trust STWD Stock Holding History

M Holdings Securities’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
-10,672
Closed -$214K – 180
2025
Q2 		$214K Buy
+10,672
New +$207K 0.04% 155
2025
Q1 		– Sell
-11,046
Closed -$209K – 151
2024
Q4 		$209K Buy
11,046
+1,000
+10% +$19.8K 0.03% 132
2024
Q3 		$205K Sell
10,046
-330
-3% -$6.59K 0.05% 90
2024
Q2 		$197K Buy
+10,376
New +$202K 0.03% 287
2022
Q4 		– Sell
-12,011
Closed -$219K – 470
2022
Q3 		$219K Buy
12,011
+461
+4% +$10.4K 0.02% 385
2022
Q2 		$241K Buy
11,550
+1,181
+11% +$27.2K 0.02% 375
2022
Q1 		$251K Buy
+10,369
New +$251K 0.02% 433
2018
Q1 		– Sell
-16,969
Closed -$362K – 336
2017
Q4 		$362K Buy
+16,969
New +$368K 0.11% 224

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

M Holdings Securities's STWD Position: Q3 2025 in Review

M Holdings Securities sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 10,672 shares — an estimated $214K sold.

M Holdings Securities first reported a position in STWD in Q4 2017 and held it in 8 quarters. The position peaked at $362K in Q4 2017. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • M Holdings Securities reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 10,672 Starwood Property Trust shares in Q3 2025, an estimated $214K.
  • M Holdings Securities first reported a position in Starwood Property Trust in Q4 2017 and held it in 8 quarters.
  • M Holdings Securities's Starwood Property Trust position peaked at $362K in Q4 2017.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.