Reilly Financial Advisors’s Starwood Property Trust STWD Stock Holding History

Reilly Financial 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
2021 Q4	$5K	Buy	+200	New	+$5.04K	﹤0.01%	855
2020 Q2	–	Sell	-700	Closed	-$7K	–	959
2020 Q1	$7K	Hold	700	–	–	﹤0.01%	625
2019 Q4	$17K	Buy	+700	New	+$17.1K	﹤0.01%	541
2018 Q3	–	Sell	-498	Closed	-$11K	–	1052
2018 Q2	$11K	Buy	+498	New	+$10.7K	﹤0.01%	650

Other funds holding STWD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Reilly Financial Advisors's STWD Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Starwood Property Trust (STWD) in Q4 2021: 200 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in STWD as recently as Q1 2020.

Reilly Financial Advisors first reported a position in STWD in Q2 2018 and has held it in 4 quarters since. The position peaked at $17K in Q4 2019. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

Reilly Financial Advisors held 200 shares of Starwood Property Trust worth $5K as of Q4 2021.
Starwood Property Trust was a new Reilly Financial Advisors position in Q4 2021.
Starwood Property Trust made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #855 holding.
Reilly Financial Advisors first reported a position in Starwood Property Trust in Q2 2018 and has held it in 4 quarters since.
Reilly Financial Advisors's Starwood Property Trust position peaked at $17K in Q4 2019.
477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.