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NewEdge Advisors’s
Starwood Property Trust
STWD
Stock Holding History
NewEdge 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
2026
Q1
$248K
Buy
14,393
+533
+4%
+$9.57K
﹤0.01%
2478
2025
Q4
$250K
Buy
13,860
+450
+3%
+$8.28K
﹤0.01%
2444
2025
Q3
$260K
Sell
13,410
-93
-0.7%
-$1.87K
﹤0.01%
2268
2025
Q2
$271K
Sell
13,503
-6,103
-31%
-$119K
﹤0.01%
2075
2025
Q1
$388K
Buy
19,606
+3,784
+24%
+$74.4K
﹤0.01%
1735
2024
Q4
$300K
Buy
15,822
+3,236
+26%
+$64.1K
﹤0.01%
1881
2024
Q3
$257K
Sell
12,586
-2,607
-17%
-$52K
﹤0.01%
1894
2024
Q2
$288K
Sell
15,193
-656
-4%
-$12.8K
﹤0.01%
1747
2024
Q1
$322K
Buy
15,849
+14
+0.1%
+$283
﹤0.01%
1606
2023
Q4
$328K
Sell
15,835
-1,816
-10%
-$35.7K
﹤0.01%
1504
2023
Q3
$342K
Sell
17,651
-964
-5%
-$19.5K
﹤0.01%
1360
2023
Q2
$361K
Sell
18,615
-6,077
-25%
-$108K
﹤0.01%
1373
2023
Q1
$437K
Sell
24,692
-1,278
-5%
-$24.7K
0.01%
1166
2022
Q4
$408K
Buy
+25,970
New
+$517K
0.01%
868
2017
Q3
–
Sell
-3,634
Closed
-$80.2K
–
1026
2017
Q2
$80.2K
Buy
+3,634
New
+$81.3K
0.01%
455
Other funds holding STWD
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
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$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
$431B AUM
30.22%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
ACM
Advisors Capital Management
Ridgewood, New Jersey
$8.58B AUM
23.43%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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