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Operose Advisors’s Starwood Property Trust STWD Stock Holding History

Operose 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 		– Sell
-9,900
Closed -$178K – 647
2025
Q4 		$178K Hold
9,900
– – 0.04% 161
2025
Q3 		$192K Hold
9,900
– – 0.05% 151
2025
Q2 		$199K Hold
9,900
– – 0.06% 136
2025
Q1 		$196K Hold
9,900
– – 0.06% 121
2024
Q4 		$188K Hold
9,900
– – 0.06% 124
2024
Q3 		$202K Hold
9,900
– – 0.07% 140
2024
Q2 		$188K Hold
9,900
– – 0.07% 139
2024
Q1 		$201K Buy
+9,900
New +$200K 0.07% 151

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Operose Advisors's STWD Position: Q1 2026 in Review

Operose Advisors sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 9,900 shares — an estimated $178K sold.

Operose Advisors first reported a position in STWD in Q1 2024 and held it in 8 quarters. The position peaked at $202K in Q3 2024. 528 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Operose Advisors reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 9,900 Starwood Property Trust shares in Q1 2026, an estimated $178K.
  • Operose Advisors first reported a position in Starwood Property Trust in Q1 2024 and held it in 8 quarters.
  • Operose Advisors's Starwood Property Trust position peaked at $202K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.