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Oak Thistle LLC’s Starwood Property Trust STWD Stock Holding History

Oak Thistle LLC’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 		$3.66M Buy
212,437
+133,840
+170% +$2.4M 0.36% 81
2025
Q4 		$1.42M Sell
78,597
-10,812
-12% -$199K 0.2% 214
2025
Q3 		$1.73M Buy
89,409
+47,238
+112% +$951K 0.26% 141
2025
Q2 		$846K Buy
+42,171
New +$819K 0.12% 290
2023
Q2 		– Sell
-21,404
Closed -$379K – 532
2023
Q1 		$379K Buy
+21,404
New +$413K 0.22% 207
2022
Q2 		– Sell
-36,322
Closed -$878K – 394
2022
Q1 		$878K Buy
+36,322
New +$878K 0.46% 46

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oak Thistle LLC's STWD Position: Q1 2026 in Review

Oak Thistle LLC increased its Starwood Property Trust (STWD) stake by 170% in Q1 2026, buying an estimated $2.4M and bringing the position to 212,437 shares worth $3.66M. The position accounts for 0.36% of the portfolio, ranked #81.

Oak Thistle LLC first reported a position in STWD in Q1 2022 and has held it in 6 quarters since. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Oak Thistle LLC held 212,437 shares of Starwood Property Trust worth $3.66M as of Q1 2026.
  • Oak Thistle LLC bought 133,840 Starwood Property Trust shares in Q1 2026, an estimated $2.4M.
  • Starwood Property Trust made up 0.36% of Oak Thistle LLC's portfolio in Q1 2026, its #81 holding.
  • Oak Thistle LLC first reported a position in Starwood Property Trust in Q1 2022 and has held it in 6 quarters since.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.