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Second Half Financial Partners’s Starwood Property Trust STWD Stock Holding History

Second Half 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
2025
Q2 		– Sell
-106,021
Closed -$2.1M – 97
2025
Q1 		$2.1M Sell
106,021
-22,792
-18% -$448K 1.04% 16
2024
Q4 		$2.44M Sell
128,813
-28,611
-18% -$567K 1.19% 19
2024
Q3 		$3.21M Sell
157,424
-141,819
-47% -$2.83M 1.7% 16
2024
Q2 		$5.67M Sell
299,243
-10,081
-3% -$196K 4.54% 9
2024
Q1 		$6.29M Sell
309,324
-1,862
-0.6% -$37.7K 2.8% 9
2023
Q4 		$6.54M Buy
311,186
+17,133
+6% +$336K 3.23% 7
2023
Q3 		$5.69M Buy
+294,053
New +$5.96M 2.83% 7

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

Second Half Financial Partners's STWD Position: Q2 2025 in Review

Second Half Financial Partners sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 106,021 shares — an estimated $2.1M sold.

Second Half Financial Partners first reported a position in STWD in Q3 2023 and held it in 7 quarters. The position peaked at $6.54M in Q4 2023. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

  • Second Half Financial Partners reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 106,021 Starwood Property Trust shares in Q2 2025, an estimated $2.1M.
  • Second Half Financial Partners first reported a position in Starwood Property Trust in Q3 2023 and held it in 7 quarters.
  • Second Half Financial Partners's Starwood Property Trust position peaked at $6.54M in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on Second Half Financial Partners's 13F filing for Q2 2025, filed 25 Jul 2025.