SteelPeak Wealth’s Starwood Property Trust STWD Stock Holding History

SteelPeak Wealth’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	-14,831	Closed	-$300K	–	654
2025 Q1	$300K	Sell	14,831 -3,000	-17%	-$58.9K	0.01%	413
2024 Q4	$346K	Sell	17,831 -1,900	-10%	-$37.6K	0.01%	390
2024 Q3	$412K	Sell	19,731 -5,100	-21%	-$102K	0.02%	345
2024 Q2	$482K	Buy	24,831 +7,081	+40%	+$138K	0.02%	311
2024 Q1	$369K	Buy	+17,750	New	+$359K	0.02%	337

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SteelPeak Wealth's STWD Position: Q2 2025 in Review

SteelPeak Wealth sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 14,831 shares — an estimated $300K sold.

SteelPeak Wealth first reported a position in STWD in Q1 2024 and held it in 5 quarters. The position peaked at $482K in Q2 2024. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

SteelPeak Wealth reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 14,831 Starwood Property Trust shares in Q2 2025, an estimated $300K.
SteelPeak Wealth first reported a position in Starwood Property Trust in Q1 2024 and held it in 5 quarters.
SteelPeak Wealth's Starwood Property Trust position peaked at $482K in Q2 2024.
507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.