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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
2025
Q1 		– Sell
-30,000
Closed -$569K – 1085
2024
Q4 		$569K Hold
30,000
– – 0.12% 125
2024
Q3 		$611K Buy
+30,000
New +$599K 0.16% 87

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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. 526 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.
  • 526 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.