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Rothschild Investment LLC’s Starwood Property Trust STWD Stock Holding History

Rothschild Investment LLC’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
Q2 		$1.45M Buy
88,605
+3,211
+4% +$55.9K 0.05% 321
2026
Q1 		$1.47M Sell
85,394
-2,210
-3% -$39.7K 0.08% 199
2025
Q4 		$1.58M Sell
87,604
-10,551
-11% -$194K 0.09% 183
2025
Q3 		$1.9M Buy
98,155
+2,854
+3% +$57.5K 0.11% 157
2025
Q2 		$1.91M Sell
95,301
-660
-0.7% -$12.8K 0.12% 150
2025
Q1 		$1.9M Buy
95,961
+975
+1% +$19.2K 0.13% 151
2024
Q4 		$1.8M Buy
94,986
+1
+0% +$20 0.12% 155
2024
Q3 		$1.94M Buy
94,985
+23
+0% +$459 0.13% 149
2024
Q2 		$1.8M Sell
94,962
-9,271
-9% -$181K 0.13% 144
2024
Q1 		$2.12M Sell
104,233
-3,300
-3% -$66.8K 0.15% 128
2023
Q4 		$2.26M Buy
107,533
+1,700
+2% +$33.4K 0.19% 113
2023
Q3 		$2.05M Buy
105,833
+4,000
+4% +$81.1K 0.17% 126
2023
Q2 		$1.98M Sell
101,833
-5,500
-5% -$97.7K 0.16% 128
2023
Q1 		$1.9M Hold
107,333
– – 0.17% 133
2022
Q4 		$1.97M Sell
107,333
-11,700
-10% -$233K 0.18% 127
2022
Q3 		$2.17M Buy
119,033
+2,120
+2% +$48K 0.21% 116
2022
Q2 		$2.44M Sell
116,913
-460
-0.4% -$10.6K 0.22% 107
2022
Q1 		$2.84M Hold
117,373
– – 0.22% 112
2021
Q4 		$2.85M Buy
117,373
+15,020
+15% +$379K 0.22% 109
2021
Q3 		$2.5M Sell
102,353
-44,400
-30% -$1.14M 0.21% 115
2021
Q2 		$3.84M Sell
146,753
-1,200
-0.8% -$30.6K 0.31% 87
2021
Q1 		$3.66M Sell
147,953
-500
-0.3% -$10.8K 0.32% 89
2020
Q4 		$2.87M Sell
148,453
-66,500
-31% -$1.13M 0.28% 90
2020
Q3 		$3.24M Sell
214,953
-30,800
-13% -$470K 0.35% 79
2020
Q2 		$3.68M Sell
245,753
-47,770
-16% -$643K 0.44% 67
2020
Q1 		$3.01M Buy
293,523
+21,650
+8% +$474K 0.39% 70
2019
Q4 		$6.76M Sell
271,873
-4,470
-2% -$109K 0.67% 43
2019
Q3 		$6.69M Buy
276,343
+1,875
+0.7% +$44.2K 0.78% 39
2019
Q2 		$6.24M Sell
274,468
-1,500
-0.5% -$34K 0.74% 41
2019
Q1 		$6.17M Sell
275,968
-700
-0.3% -$15.3K 0.72% 44
2018
Q4 		$5.45M Buy
276,668
+6,328
+2% +$136K 0.73% 44
2018
Q3 		$5.82M Buy
270,340
+2,820
+1% +$62.4K 0.69% 44
2018
Q2 		$5.81M Sell
267,520
-4,840
-2% -$104K 0.73% 40
2018
Q1 		$5.71M Sell
272,360
-49,050
-15% -$1.01M 0.73% 42
2017
Q4 		$6.86M Buy
321,410
+40,600
+14% +$880K 0.75% 39
2017
Q3 		$6.1M Sell
280,810
-2,550
-0.9% -$56.2K 0.69% 40
2017
Q2 		$6.34M Buy
283,360
+13,100
+5% +$293K 0.72% 38
2017
Q1 		$6.1M Sell
270,260
-2,575
-0.9% -$58.1K 0.71% 37
2016
Q4 		$5.99M Buy
272,835
+13,225
+5% +$292K 0.72% 36
2016
Q3 		$5.85M Sell
259,610
-16,480
-6% -$364K 0.72% 35
2016
Q2 		$5.72M Buy
276,090
+7,350
+3% +$147K 0.73% 35
2016
Q1 		$5.09M Sell
268,740
-275
-0.1% -$5.1K 0.65% 37
2015
Q4 		$5.53M Buy
269,015
+800
+0.3% +$16.4K 0.7% 37
2015
Q3 		$5.5M Sell
268,215
-2,565
-0.9% -$55.5K 0.73% 38
2015
Q2 		$5.84M Buy
270,780
+4,800
+2% +$114K 0.68% 34
2015
Q1 		$6.46M Sell
265,980
-1,575
-0.6% -$37.9K 0.76% 31
2014
Q4 		$6.22M Buy
267,555
+13,350
+5% +$307K 0.74% 33
2014
Q3 		$5.58M Buy
254,205
+3,065
+1% +$71.8K 0.68% 40
2014
Q2 		$5.97M Buy
251,140
+35,760
+17% +$852K 0.76% 37
2014
Q1 		$5.08M Sell
215,380
-81,846
-28% -$1.94M 0.69% 41
2013
Q4 		$6.64M Sell
297,226
-10,914
-4% -$231K 0.91% 28
2013
Q3 		$5.96M Buy
308,140
+34,304
+13% +$690K 0.88% 31
2013
Q2 		$5.46M Buy
+273,836
New +$5.85M 0.89% 30

Other funds holding STWD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

Rothschild Investment LLC's STWD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Starwood Property Trust (STWD) stake by 3.8% in Q2 2026, buying an estimated $55.9K and bringing the position to 88,605 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #321.

Rothschild Investment LLC first reported a position in STWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.86M in Q4 2017. 237 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Rothschild Investment LLC held 88,605 shares of Starwood Property Trust worth $1.45M as of Q2 2026.
  • Rothschild Investment LLC bought 3,211 Starwood Property Trust shares in Q2 2026, an estimated $55.9K.
  • Starwood Property Trust made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #321 holding.
  • Rothschild Investment LLC first reported a position in Starwood Property Trust in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's Starwood Property Trust position peaked at $6.86M in Q4 2017.
  • 237 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.