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Norris Financial Group’s Starwood Property Trust STWD Stock Holding History

Norris Financial 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
2026
Q2 		$266K Hold
16,254
– – 0.11% 64
2026
Q1 		$280K Sell
16,254
-70,848
-81% -$1.27M 0.09% 83
2025
Q4 		$1.57M Sell
87,102
-5,281
-6% -$97.1K 0.53% 52
2025
Q3 		$1.79M Buy
92,383
+77,783
+533% +$1.57M 0.65% 46
2025
Q2 		$293K Sell
14,600
-1,500
-9% -$29.1K 0.12% 74
2025
Q1 		$318K Buy
16,100
+2,000
+14% +$39.3K 0.15% 69
2024
Q4 		$267K Hold
14,100
– – 0.13% 73
2024
Q3 		$287K Buy
14,100
+1,500
+12% +$29.9K 0.14% 63
2024
Q2 		$239K Buy
12,600
+1,000
+9% +$19.5K 0.12% 73
2024
Q1 		$236K Buy
11,600
+600
+5% +$12.1K 0.13% 67
2023
Q4 		$231K Buy
+11,000
New +$216K 0.14% 61

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 $104B AUM 28.3% 1-Year Est. Return

Norris Financial Group's STWD Position: Q2 2026 in Review

Norris Financial Group held its Starwood Property Trust (STWD) position steady in Q2 2026 at 16,254 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #64.

Norris Financial Group first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Norris Financial Group held 16,254 shares of Starwood Property Trust worth $266K as of Q2 2026.
  • Norris Financial Group left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.11% of Norris Financial Group's portfolio in Q2 2026, its #64 holding.
  • Norris Financial Group first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • Norris Financial Group's Starwood Property Trust position peaked at $1.79M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.