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Schechter Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Schechter Investment 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
Q1 		$347K Buy
17,570
+423
+2% +$8.31K 0.03% 444
2024
Q4 		$325K Buy
17,147
+910
+6% +$18K 0.02% 472
2024
Q3 		$331K Buy
16,237
+383
+2% +$7.64K 0.02% 477
2024
Q2 		$300K Buy
15,854
+384
+2% +$7.48K 0.02% 475
2024
Q1 		$315K Buy
15,470
+345
+2% +$6.98K 0.02% 488
2023
Q4 		$318K Buy
15,125
+366
+2% +$7.19K 0.03% 453
2023
Q3 		$286K Buy
14,759
+342
+2% +$6.93K 0.03% 463
2023
Q2 		$280K Buy
14,417
+573
+4% +$10.2K 0.03% 501
2023
Q1 		$245K Buy
13,844
+249
+2% +$4.81K 0.02% 569
2022
Q4 		$249K Sell
13,595
-2,589
-16% -$51.6K 0.02% 691
2022
Q3 		$295K Buy
16,184
+536
+3% +$12.1K 0.03% 708
2022
Q2 		$327K Buy
15,648
+2,871
+22% +$66K 0.03% 675
2022
Q1 		$309K Buy
12,777
+2,647
+26% +$64K 0.03% 700
2021
Q4 		$247K Buy
+10,130
New +$255K 0.02% 744

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schechter Investment Advisors's STWD Position: Q1 2025 in Review

Schechter Investment Advisors increased its Starwood Property Trust (STWD) stake by 2.5% in Q1 2025, buying an estimated $8.31K and bringing the position to 17,570 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #444.

Schechter Investment Advisors first reported a position in STWD in Q4 2021 and has held it in 14 quarters since. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

  • Schechter Investment Advisors held 17,570 shares of Starwood Property Trust worth $347K as of Q1 2025.
  • Schechter Investment Advisors bought 423 Starwood Property Trust shares in Q1 2025, an estimated $8.31K.
  • Starwood Property Trust made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #444 holding.
  • Schechter Investment Advisors first reported a position in Starwood Property Trust in Q4 2021 and has held it in 14 quarters since.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.