Ridgewood Investments’s Starwood Property Trust STWD Stock Holding History

Ridgewood Investments’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 Q2	–	Sell	-300	Closed	-$5.93K	–	743
2025 Q1	$5.93K	Hold	300	–	–	﹤0.01%	541
2024 Q4	$5.68K	Hold	300	–	–	﹤0.01%	567
2024 Q3	$6.11K	Hold	300	–	–	﹤0.01%	565
2024 Q2	$5.68K	Buy	+300	New	+$5.84K	﹤0.01%	580
2023 Q3	–	Sell	-300	Closed	-$5.82K	–	685
2023 Q2	$5.82K	Hold	300	–	–	﹤0.01%	575
2023 Q1	$5.31K	Buy	+300	New	+$5.79K	﹤0.01%	586

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

Ridgewood Investments's STWD Position: Q2 2025 in Review

Ridgewood Investments sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 300 shares — an estimated $5.93K sold.

Ridgewood Investments first reported a position in STWD in Q1 2023 and held it in 6 quarters. The position peaked at $6.11K in Q3 2024. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

Ridgewood Investments reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
Ridgewood Investments sold 300 Starwood Property Trust shares in Q2 2025, an estimated $5.93K.
Ridgewood Investments first reported a position in Starwood Property Trust in Q1 2023 and held it in 6 quarters.
Ridgewood Investments's Starwood Property Trust position peaked at $6.11K in Q3 2024.
507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Ridgewood Investments's 13F filing for Q2 2025, filed 14 Jul 2025.