Mariner Independent Advisor Network’s Starwood Property Trust STWD Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$308K	Buy	16,904 +5,929	+54%	+$134K	0.01%	520
2022 Q2	$236K	Buy	+10,975	New	+$252K	0.01%	537
2019 Q3	–	Sell	-13,625	Closed	-$309K	–	392
2019 Q2	$309K	Buy	+13,625	New	+$309K	0.02%	345

Other funds holding STWD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mariner Independent Advisor Network's STWD Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Starwood Property Trust (STWD) stake by 54% in Q3 2022, buying an estimated $134K and bringing the position to 16,904 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #520.

Mariner Independent Advisor Network first reported a position in STWD in Q2 2019 and has held it in 3 quarters since. The position peaked at $309K in Q2 2019. 443 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

Mariner Independent Advisor Network held 16,904 shares of Starwood Property Trust worth $308K as of Q3 2022.
Mariner Independent Advisor Network bought 5,929 Starwood Property Trust shares in Q3 2022, an estimated $134K.
Starwood Property Trust made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #520 holding.
Mariner Independent Advisor Network first reported a position in Starwood Property Trust in Q2 2019 and has held it in 3 quarters since.
Mariner Independent Advisor Network's Starwood Property Trust position peaked at $309K in Q2 2019.
443 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.