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NewSquare Capital’s Starwood Property Trust STWD Stock Holding History

NewSquare Capital’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
-250
Closed -$5.02K – 1106
2025
Q2 		$5.02K Sell
250
-527
-68% -$10.2K ﹤0.01% 808
2025
Q1 		$15.4K Buy
777
+751
+2,888% +$14.8K ﹤0.01% 430
2024
Q4 		$493 Buy
+26
New +$515 ﹤0.01% 718

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

NewSquare Capital's STWD Position: Q3 2025 in Review

NewSquare Capital sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 250 shares — an estimated $5.02K sold.

NewSquare Capital first reported a position in STWD in Q4 2024 and held it in 3 quarters. The position peaked at $15.4K in Q1 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • NewSquare Capital reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 250 Starwood Property Trust shares in Q3 2025, an estimated $5.02K.
  • NewSquare Capital first reported a position in Starwood Property Trust in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Starwood Property Trust position peaked at $15.4K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.