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Root Financial Partners’s Starwood Property Trust STWD Stock Holding History

Root Financial Partners’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 		$18.1K Buy
1,050
+750
+250% +$13.5K ﹤0.01% 1376
2025
Q4 		$5.4K Buy
+300
New +$5.52K ﹤0.01% 1742

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VPM
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State Street
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Morgan Stanley
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Geode Capital Management
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Ameriprise
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Northern Trust
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ACM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return