Stephens Consulting’s Starwood Property Trust STWD Stock Holding History

Stephens Consulting’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	–	Sell	-40	Closed	-$803	–	1064
2025 Q2	$803	Buy	+40	New	+$777	﹤0.01%	756

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Stephens Consulting's STWD Position: Q3 2025 in Review

Stephens Consulting sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 40 shares — an estimated $803 sold.

Stephens Consulting first reported a position in STWD in Q2 2025 and held it in 1 quarter. The position peaked at $803 in Q2 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

Stephens Consulting reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 40 Starwood Property Trust shares in Q3 2025, an estimated $803.
Stephens Consulting first reported a position in Starwood Property Trust in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Starwood Property Trust position peaked at $803 in Q2 2025.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.