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Summit Securities Group’s Starwood Property Trust STWD Stock Holding History

Summit Securities 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
2026
Q1 		– Sell
-9,100
Closed -$164K – 1357
2025
Q4 		$164K Buy
9,100
+5,100
+128% +$93.8K 0.02% 375
2025
Q3 		$77.5K Sell
4,000
-26,700
-87% -$538K 0.02% 454
2025
Q2 		$616K Buy
30,700
+29,000
+1,706% +$563K 0.12% 131
2025
Q1 		$33.6K Hold
1,700
– – 0.01% 385
2024
Q4 		$32.2K Buy
+1,700
New +$33.7K 0.01% 338
2024
Q2 		– Sell
-4,200
Closed -$85K – 781
2024
Q1 		$85K Sell
4,200
-2,100
-33% -$42.5K 0.01% 209
2023
Q4 		$132K Buy
6,300
+4,200
+200% +$82.5K 0.01% 296
2023
Q3 		$41K Sell
2,100
-1,400
-40% -$28.4K ﹤0.01% 303
2023
Q2 		$68K Buy
+3,500
New +$62.2K 0.01% 349
2023
Q1 		– Sell
-2,400
Closed -$44K – 1273
2022
Q4 		$44K Sell
2,400
-3,100
-56% -$61.8K ﹤0.01% 737
2022
Q3 		$100K Sell
5,500
-1,400
-20% -$31.7K 0.01% 531
2022
Q2 		$144K Buy
6,900
+5,200
+306% +$120K 0.02% 351
2022
Q1 		$41K Buy
+1,700
New +$41.1K ﹤0.01% 638
2021
Q2 		– Sell
-13,500
Closed -$334K – 856
2021
Q1 		$334K Sell
13,500
-3,300
-20% -$71.5K 0.04% 417
2020
Q4 		$324K Buy
+16,800
New +$286K 0.03% 443
2016
Q1 		– Sell
-20,938
Closed -$430K – 311
2015
Q4 		$430K Buy
+20,938
New +$430K 0.14% 109
2015
Q2 		– Sell
-2,500
Closed -$61K – 579
2015
Q1 		$61K Buy
+2,500
New +$60.1K 0.05% 147

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Summit Securities Group's STWD Position: Q1 2026 in Review

Summit Securities Group sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 9,100 shares — an estimated $164K sold.

Summit Securities Group first reported a position in STWD in Q1 2015 and held it in 17 quarters. The position peaked at $616K in Q2 2025. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Summit Securities Group reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 9,100 Starwood Property Trust shares in Q1 2026, an estimated $164K.
  • Summit Securities Group first reported a position in Starwood Property Trust in Q1 2015 and held it in 17 quarters.
  • Summit Securities Group's Starwood Property Trust position peaked at $616K in Q2 2025.
  • 529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.