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Sonora Investment Management Group’s Starwood Property Trust STWD Stock Holding History

Sonora Investment Management Group’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
Q3 		$447K Sell
23,066
-4,968
-18% -$100K 0.03% 180
2025
Q2 		$563K Sell
28,034
-85
-0.3% -$1.65K 0.04% 159
2025
Q1 		$556K Buy
28,119
+284
+1% +$5.58K 0.04% 161
2024
Q4 		$527K Sell
27,835
-8,231
-23% -$163K 0.04% 165
2024
Q3 		$735K Buy
36,066
+2,324
+7% +$46.4K 0.05% 148
2024
Q2 		$686K Hold
33,742
– – 0.05% 152
2024
Q1 		$686K Sell
33,742
-551
-2% -$11.2K 0.05% 152
2023
Q4 		$721K Buy
34,293
+29
+0.1% +$569 0.06% 146
2023
Q3 		$663K Sell
34,264
-7,768
-18% -$158K 0.06% 149
2023
Q2 		$815K Buy
42,032
+3,757
+10% +$66.8K 0.07% 143
2023
Q1 		$677K Buy
38,275
+3,500
+10% +$67.6K 0.06% 150
2022
Q4 		$637K Sell
34,775
-3,125
-8% -$62.3K 0.06% 151
2022
Q3 		$792K Hold
37,900
– – 0.1% 112
2022
Q2 		$792K Hold
37,900
– – 0.08% 143
2022
Q1 		$916K Sell
37,900
-150
-0.4% -$3.62K 0.1% 113
2021
Q4 		$925K Buy
+38,050
New +$959K 0.11% 112

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sonora Investment Management Group's STWD Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Starwood Property Trust (STWD) stake by 18% in Q3 2025, selling an estimated $100K and leaving 23,066 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #180.

Sonora Investment Management Group first reported a position in STWD in Q4 2021 and has held it in 16 quarters since. The position peaked at $925K in Q4 2021. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • Sonora Investment Management Group held 23,066 shares of Starwood Property Trust worth $447K as of Q3 2025.
  • Sonora Investment Management Group sold 4,968 Starwood Property Trust shares in Q3 2025, an estimated $100K.
  • Starwood Property Trust made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #180 holding.
  • Sonora Investment Management Group first reported a position in Starwood Property Trust in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Starwood Property Trust position peaked at $925K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.