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

Realta 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 Q1	–	Sell	-125	Closed	-$2.42K	–	365
2024 Q4	$2.42K	Hold	125	–	–	﹤0.01%	325
2024 Q3	$2.5K	Sell	125 -1,075	-90%	-$21.5K	﹤0.01%	335
2024 Q2	$22.7K	Hold	1,200	–	–	﹤0.01%	608
2024 Q1	$24.4K	Buy	+1,200	New	+$24.3K	0.01%	616
2023 Q4	–	Sell	-1,200	Closed	-$23.3K	–	761
2023 Q3	$23.3K	Hold	1,200	–	–	0.01%	596
2023 Q2	$23.3K	Buy	+1,200	New	+$21.3K	0.01%	642
2023 Q1	–	Sell	-1,200	Closed	-$22K	–	786
2022 Q4	$22K	Hold	1,200	–	–	0.01%	637
2022 Q3	$22K	Buy	+1,200	New	+$27.2K	0.01%	615
2020 Q1	–	Sell	-4,857	Closed	-$117K	–	1250
2019 Q4	$117K	Buy	4,857 +750	+18%	+$18.4K	0.03%	462
2019 Q3	$103K	Hold	4,107	–	–	0.03%	493
2019 Q2	$91K	Buy	4,107 +1,200	+41%	+$27.2K	0.03%	524
2019 Q1	$63K	Buy	+2,907	New	+$63.4K	0.03%	497

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Realta Investment Advisors's STWD Position: Q1 2025 in Review

Realta Investment Advisors sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 125 shares — an estimated $2.42K sold.

Realta Investment Advisors first reported a position in STWD in Q1 2019 and held it in 12 quarters. The position peaked at $117K in Q4 2019. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

Realta Investment Advisors reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 125 Starwood Property Trust shares in Q1 2025, an estimated $2.42K.
Realta Investment Advisors first reported a position in Starwood Property Trust in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's Starwood Property Trust position peaked at $117K in Q4 2019.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.