Stockman Wealth Management’s Starwood Property Trust STWD Stock Holding History

Stockman Wealth 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
2024 Q4	–	Sell	-20,000	Closed	-$408K	–	180
2024 Q3	$408K	Sell	20,000 -300	-1%	-$5.99K	0.06%	125
2024 Q2	$384K	Hold	20,300	–	–	0.07%	124
2024 Q1	$413K	Hold	20,300	–	–	0.07%	122
2023 Q4	$427K	Hold	20,300	–	–	0.09%	111
2023 Q3	$393K	Sell	20,300 -3,000	-13%	-$60.8K	0.09%	117
2023 Q2	$452K	Sell	23,300 -3,800	-14%	-$67.5K	0.1%	111
2023 Q1	$479K	Sell	27,100 -1,000	-4%	-$19.3K	0.11%	108
2022 Q4	$515K	Buy	28,100 +1,300	+5%	+$25.9K	0.12%	110
2022 Q3	$488K	Hold	26,800	–	–	0.13%	95
2022 Q2	$560K	Hold	26,800	–	–	0.14%	91
2022 Q1	$648K	Hold	26,800	–	–	0.13%	92
2021 Q4	$651K	Hold	26,800	–	–	0.13%	93
2021 Q3	$654K	Hold	26,800	–	–	0.15%	90
2021 Q2	$701K	Hold	26,800	–	–	0.17%	86
2021 Q1	$663K	Hold	26,800	–	–	0.18%	83
2020 Q4	$517K	Buy	26,800 +1,100	+4%	+$18.7K	0.16%	95
2020 Q3	$388K	Hold	25,700	–	–	0.14%	100
2020 Q2	$384K	Hold	25,700	–	–	0.14%	107
2020 Q1	$263K	Hold	25,700	–	–	0.12%	115
2019 Q4	$639K	Hold	25,700	–	–	0.23%	79
2019 Q3	$622K	Hold	25,700	–	–	0.24%	78
2019 Q2	$584K	Hold	25,700	–	–	0.24%	77
2019 Q1	$574K	Hold	25,700	–	–	0.25%	73
2018 Q4	$507K	Hold	25,700	–	–	0.24%	78
2018 Q3	$553K	Sell	25,700 -400	-2%	-$8.86K	0.24%	78
2018 Q2	$567K	Buy	26,100 +2,700	+12%	+$58.1K	0.26%	73
2018 Q1	$490K	Buy	23,400 +9,875	+73%	+$204K	0.22%	83
2017 Q4	$289K	Buy	+13,525	New	+$293K	0.13%	118

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stockman Wealth Management's STWD Position: Q4 2024 in Review

Stockman Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 20,000 shares — an estimated $408K sold.

Stockman Wealth Management first reported a position in STWD in Q4 2017 and held it in 28 quarters. The position peaked at $701K in Q2 2021. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Stockman Wealth Management reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
Stockman Wealth Management sold 20,000 Starwood Property Trust shares in Q4 2024, an estimated $408K.
Stockman Wealth Management first reported a position in Starwood Property Trust in Q4 2017 and held it in 28 quarters.
Stockman Wealth Management's Starwood Property Trust position peaked at $701K in Q2 2021.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Stockman Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.