Orion Capital Management’s Starwood Property Trust STWD Stock Holding History

Orion Capital Management’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	$34.4K	Hold	2,000	–	–	0.01%	291
2025 Q4	$36K	Hold	2,000	–	–	0.01%	298
2025 Q3	$38.7K	Buy	+2,000	New	+$40.3K	0.01%	289
2024 Q2	–	Sell	-1,000	Closed	-$20.3K	–	499
2024 Q1	$20.3K	Hold	1,000	–	–	0.01%	335
2023 Q4	$21K	Hold	1,000	–	–	0.01%	330
2023 Q3	$19.4K	Buy	+1,000	New	+$20.3K	0.01%	328
2023 Q2	–	Sell	-1,000	Closed	-$17.7K	–	392
2023 Q1	$17.7K	Buy	+1,000	New	+$19.3K	0.01%	339

Other funds holding STWD

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 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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Orion Capital Management's STWD Position: Q1 2026 in Review

Orion Capital Management held its Starwood Property Trust (STWD) position steady in Q1 2026 at 2,000 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #291.

Orion Capital Management first reported a position in STWD in Q1 2023 and has held it in 7 quarters since. The position peaked at $38.7K in Q3 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Orion Capital Management held 2,000 shares of Starwood Property Trust worth $34.4K as of Q1 2026.
Orion Capital Management left its Starwood Property Trust share count unchanged in Q1 2026.
Starwood Property Trust made up 0.01% of Orion Capital Management's portfolio in Q1 2026, its #291 holding.
Orion Capital Management first reported a position in Starwood Property Trust in Q1 2023 and has held it in 7 quarters since.
Orion Capital Management's Starwood Property Trust position peaked at $38.7K in Q3 2025.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.