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Rise Advisors’s Starwood Property Trust STWD Stock Holding History

Rise 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
Q4 		– Sell
-502
Closed -$9.72K – 1261
2025
Q3 		$9.72K Buy
502
+11
+2% +$221 ﹤0.01% 1012
2025
Q2 		$9.85K Buy
491
+13
+3% +$253 ﹤0.01% 1005
2025
Q1 		$9.45K Sell
478
-710
-60% -$14K ﹤0.01% 1008
2024
Q4 		$22.5K Buy
1,188
+28
+2% +$555 0.01% 573
2024
Q3 		$23.6K Buy
1,160
+28
+2% +$559 0.01% 571
2024
Q2 		$21.4K Buy
1,132
+27
+2% +$526 0.01% 594
2024
Q1 		$22.5K Buy
+1,105
New +$22.4K 0.01% 574
2023
Q3 		– Sell
-44
Closed -$892 – 671
2023
Q2 		$856 Buy
44
+1
+2% +$18 ﹤0.01% 587
2023
Q1 		$760 Buy
43
+1
+2% +$19 ﹤0.01% 689
2022
Q4 		$769 Buy
42
+1
+2% +$20 ﹤0.01% 675
2022
Q3 		$1K Buy
41
+1
+3% +$23 ﹤0.01% 677
2022
Q2 		$1K Buy
+40
New +$920 ﹤0.01% 676

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Rise Advisors's STWD Position: Q4 2025 in Review

Rise Advisors sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 502 shares — an estimated $9.72K sold.

Rise Advisors first reported a position in STWD in Q2 2022 and held it in 12 quarters. The position peaked at $23.6K in Q3 2024. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Rise Advisors reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 502 Starwood Property Trust shares in Q4 2025, an estimated $9.72K.
  • Rise Advisors first reported a position in Starwood Property Trust in Q2 2022 and held it in 12 quarters.
  • Rise Advisors's Starwood Property Trust position peaked at $23.6K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.