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NEOS Investment Management’s Starwood Property Trust STWD Stock Holding History

NEOS Investment Management’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
2026
Q2 		$1.16M Buy
70,915
+10,004
+16% +$174K ﹤0.01% 559
2026
Q1 		$1.05M Buy
60,911
+16,470
+37% +$296K 0.01% 553
2025
Q4 		$800K Buy
44,441
+13,420
+43% +$247K ﹤0.01% 570
2025
Q3 		$601K Buy
31,021
+15,754
+103% +$317K ﹤0.01% 568
2025
Q2 		$306K Buy
+15,267
New +$297K ﹤0.01% 583

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NEOS Investment Management's STWD Position: Q2 2026 in Review

NEOS Investment Management increased its Starwood Property Trust (STWD) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 70,915 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #559.

NEOS Investment Management first reported a position in STWD in Q2 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • NEOS Investment Management held 70,915 shares of Starwood Property Trust worth $1.16M as of Q2 2026.
  • NEOS Investment Management bought 10,004 Starwood Property Trust shares in Q2 2026, an estimated $174K.
  • Starwood Property Trust made up ﹤0.01% of NEOS Investment Management's portfolio in Q2 2026, its #559 holding.
  • NEOS Investment Management first reported a position in Starwood Property Trust in Q2 2025 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.