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Shelton Capital Management’s Starwood Property Trust STWD Stock Holding History

Shelton Capital Management’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 		$196K Hold
11,362
– – ﹤0.01% 692
2025
Q4 		$205K Hold
11,362
– – ﹤0.01% 666
2025
Q3 		$220K Hold
11,362
– – ﹤0.01% 652
2025
Q2 		$228K Sell
11,362
-293
-3% -$5.69K 0.01% 614
2025
Q1 		$230K Sell
11,655
-469
-4% -$9.22K 0.01% 599
2024
Q4 		$230K Hold
12,124
– – 0.01% 629
2024
Q3 		$247K Hold
12,124
– – 0.01% 602
2024
Q2 		$230K Sell
12,124
-886
-7% -$17.3K 0.01% 622
2024
Q1 		$264K Hold
13,010
– – 0.01% 592
2023
Q4 		$273K Sell
13,010
-1,458
-10% -$28.6K 0.01% 553
2023
Q3 		$280K Sell
14,468
-1,084
-7% -$22K 0.01% 503
2023
Q2 		$302K Hold
15,552
– – 0.01% 490
2023
Q1 		$275K Buy
+15,552
New +$300K 0.01% 517
2020
Q4 		– Sell
-10,856
Closed -$164K – 813
2020
Q3 		$164K Sell
10,856
-1,000
-8% -$15.3K 0.01% 714
2020
Q2 		$177K Hold
11,856
– – 0.01% 609
2020
Q1 		$122K Buy
+11,856
New +$260K 0.01% 581
2018
Q3 		– Sell
-19,506
Closed -$423K – 939
2018
Q2 		$423K Sell
19,506
-1,100
-5% -$23.7K 0.03% 406
2018
Q1 		$432K Hold
20,606
– – 0.03% 394
2017
Q4 		$440K Buy
20,606
+6,250
+44% +$135K 0.03% 419
2017
Q3 		$312K Hold
14,356
– – 0.02% 544
2017
Q2 		$321K Hold
14,356
– – 0.02% 534
2017
Q1 		$324K Hold
14,356
– – 0.02% 539
2016
Q4 		$315K Buy
+14,356
New +$317K 0.02% 592

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Shelton Capital Management's STWD Position: Q1 2026 in Review

Shelton Capital Management held its Starwood Property Trust (STWD) position steady in Q1 2026 at 11,362 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Shelton Capital Management first reported a position in STWD in Q4 2016 and has held it in 23 quarters since. The position peaked at $440K in Q4 2017. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Shelton Capital Management held 11,362 shares of Starwood Property Trust worth $196K as of Q1 2026.
  • Shelton Capital Management left its Starwood Property Trust share count unchanged in Q1 2026.
  • Starwood Property Trust made up ﹤0.01% of Shelton Capital Management's portfolio in Q1 2026, its #692 holding.
  • Shelton Capital Management first reported a position in Starwood Property Trust in Q4 2016 and has held it in 23 quarters since.
  • Shelton Capital Management's Starwood Property Trust position peaked at $440K in Q4 2017.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.