SWP
STWD icon

Stratos Wealth Partners’s Starwood Property Trust STWD Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-11,093
Closed -$215K – 1655
2025
Q3 		$215K Sell
11,093
-1,325
-11% -$26.7K ﹤0.01% 1429
2025
Q2 		$249K Buy
12,418
+1,955
+19% +$38K ﹤0.01% 1218
2025
Q1 		$207K Sell
10,463
-18,115
-63% -$356K ﹤0.01% 1260
2024
Q4 		$542K Sell
28,578
-2,236
-7% -$44.3K 0.01% 904
2024
Q3 		$628K Buy
30,814
+17,990
+140% +$359K 0.01% 849
2024
Q2 		$243K Sell
12,824
-5,812
-31% -$113K ﹤0.01% 1179
2024
Q1 		$379K Sell
18,636
-12,180
-40% -$247K 0.01% 1002
2023
Q4 		$648K Buy
30,816
+3,173
+11% +$62.3K 0.01% 774
2023
Q3 		$535K Buy
27,643
+11,816
+75% +$240K 0.01% 800
2023
Q2 		$307K Buy
15,827
+1,074
+7% +$19.1K 0.01% 948
2023
Q1 		$261K Sell
14,753
-6,289
-30% -$121K 0.01% 930
2022
Q4 		$386K Sell
21,042
-892
-4% -$17.8K 0.01% 814
2022
Q3 		$400K Sell
21,934
-5,461
-20% -$124K 0.01% 771
2022
Q2 		$572K Buy
27,395
+463
+2% +$10.6K 0.01% 680
2022
Q1 		$651K Sell
26,932
-316
-1% -$7.63K 0.01% 706
2021
Q4 		$662K Buy
27,248
+1,138
+4% +$28.7K 0.01% 712
2021
Q3 		$637K Buy
26,110
+819
+3% +$20.9K 0.02% 670
2021
Q2 		$662K Sell
25,291
-811
-3% -$20.7K 0.02% 682
2021
Q1 		$646K Sell
26,102
-3,769
-13% -$81.6K 0.02% 628
2020
Q4 		$577K Sell
29,871
-615
-2% -$10.5K 0.02% 624
2020
Q3 		$460K Sell
30,486
-1,928
-6% -$29.4K 0.02% 647
2020
Q2 		$485K Buy
32,414
+1,024
+3% +$13.8K 0.02% 603
2020
Q1 		$322K Buy
31,390
+1,065
+4% +$23.3K 0.01% 665
2019
Q4 		$754K Buy
30,325
+1,359
+5% +$33.3K 0.03% 470
2019
Q3 		$702K Buy
28,966
+2,731
+10% +$64.4K 0.03% 473
2019
Q2 		$596K Buy
26,235
+2,857
+12% +$64.8K 0.03% 508
2019
Q1 		$523K Buy
23,378
+6,923
+42% +$151K 0.02% 537
2018
Q4 		$324K Buy
16,455
+3,203
+24% +$69.1K 0.02% 648
2018
Q3 		$285K Buy
13,252
+474
+4% +$10.5K 0.01% 725
2018
Q2 		$277K Sell
12,778
-517
-4% -$11.1K 0.01% 779
2018
Q1 		$279K Sell
13,295
-7,069
-35% -$146K 0.01% 756
2017
Q4 		$435K Buy
20,364
+260
+1% +$5.63K 0.02% 555
2017
Q3 		$437K Buy
20,104
+2,538
+14% +$55.9K 0.02% 545
2017
Q2 		$393K Buy
17,566
+1,037
+6% +$23.2K 0.02% 533
2017
Q1 		$373K Buy
16,529
+249
+2% +$5.62K 0.02% 505
2016
Q4 		$357K Buy
16,280
+4,550
+39% +$100K 0.02% 471
2016
Q3 		$264K Sell
11,730
-4,250
-27% -$94K 0.02% 531
2016
Q2 		$331K Sell
15,980
-400
-2% -$7.97K 0.02% 424
2016
Q1 		$310K Buy
+16,380
New +$304K 0.03% 405

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stratos Wealth Partners's STWD Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 11,093 shares — an estimated $215K sold.

Stratos Wealth Partners first reported a position in STWD in Q1 2016 and held it in 39 quarters. The position peaked at $754K in Q4 2019. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,093 Starwood Property Trust shares in Q4 2025, an estimated $215K.
  • Stratos Wealth Partners first reported a position in Starwood Property Trust in Q1 2016 and held it in 39 quarters.
  • Stratos Wealth Partners's Starwood Property Trust position peaked at $754K in Q4 2019.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.