Mather Group’s Starwood Property Trust STWD Stock Holding History

Mather Group’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	–	Sell	-39	Closed	-$739	–	1856
2024 Q4	$739	Hold	39	–	–	﹤0.01%	1631
2024 Q3	$795	Hold	39	–	–	﹤0.01%	1580
2024 Q2	$793	Hold	39	–	–	﹤0.01%	2019
2024 Q1	$820	Buy	+39	New	+$789	﹤0.01%	1644

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Mather Group's STWD Position: Q1 2025 in Review

Mather Group sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 39 shares — an estimated $739 sold.

Mather Group first reported a position in STWD in Q1 2024 and held it in 4 quarters. The position peaked at $820 in Q1 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

Mather Group reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
Mather Group sold 39 Starwood Property Trust shares in Q1 2025, an estimated $739.
Mather Group first reported a position in Starwood Property Trust in Q1 2024 and held it in 4 quarters.
Mather Group's Starwood Property Trust position peaked at $820 in Q1 2024.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.