Optimum Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Optimum Investment 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
2025 Q3	$3.87K	Hold	200	–	–	﹤0.01%	558
2025 Q2	$4.01K	Hold	200	–	–	﹤0.01%	561
2025 Q1	$3.95K	Hold	200	–	–	﹤0.01%	574
2024 Q4	$3.79K	Hold	200	–	–	﹤0.01%	566
2024 Q3	$4.08K	Hold	200	–	–	﹤0.01%	581
2024 Q2	$3.79K	Hold	200	–	–	﹤0.01%	577
2024 Q1	$4.07K	Buy	+200	New	+$4.05K	﹤0.01%	578
2019 Q3	–	Sell	-2,000	Closed	-$45K	–	1026
2019 Q2	$45K	Buy	2,000 +800	+67%	+$18.2K	0.01%	526
2019 Q1	$27K	Hold	1,200	–	–	0.01%	640
2018 Q4	$24K	Buy	+1,200	New	+$25.9K	0.01%	621
2015 Q1	$24K	Hold	1,000	–	–	0.01%	653
2014 Q4	$23K	Hold	1,000	–	–	0.01%	681
2014 Q3	$23K	Buy	+1,000	New	+$23.4K	0.01%	618

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optimum Investment Advisors's STWD Position: Q3 2025 in Review

Optimum Investment Advisors held its Starwood Property Trust (STWD) position steady in Q3 2025 at 200 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Optimum Investment Advisors first reported a position in STWD in Q3 2014 and has held it in 13 quarters since. The position peaked at $45K in Q2 2019. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

Optimum Investment Advisors held 200 shares of Starwood Property Trust worth $3.87K as of Q3 2025.
Optimum Investment Advisors left its Starwood Property Trust share count unchanged in Q3 2025.
Starwood Property Trust made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #558 holding.
Optimum Investment Advisors first reported a position in Starwood Property Trust in Q3 2014 and has held it in 13 quarters since.
Optimum Investment Advisors's Starwood Property Trust position peaked at $45K in Q2 2019.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.