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Sunbelt Securities’s Starwood Property Trust STWD Stock Holding History

Sunbelt Securities’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 		$1.43M Buy
82,768
+20,240
+32% +$363K 0.09% 191
2025
Q4 		$1.13M Buy
62,528
+16,690
+36% +$307K 0.08% 215
2025
Q3 		$888K Sell
45,838
-21,010
-31% -$423K 0.06% 263
2025
Q2 		$1.27M Buy
66,848
+2,916
+5% +$56.7K 0.11% 171
2025
Q1 		$1.26M Sell
63,932
-2,916
-4% -$57.3K 0.11% 150
2024
Q4 		$1.28M Buy
66,848
+8,478
+15% +$168K 0.11% 169
2024
Q3 		$1.19M Buy
58,370
+1,293
+2% +$25.8K 0.12% 181
2024
Q2 		$1.08M Buy
57,077
+517
+0.9% +$10.1K 0.11% 179
2024
Q1 		$1.15M Sell
56,560
-539
-0.9% -$10.9K 0.13% 163
2023
Q4 		$1.2M Sell
57,099
-5,591
-9% -$110K 0.15% 152
2023
Q3 		$1.21M Buy
62,690
+25,737
+70% +$522K 0.17% 141
2023
Q2 		$717K Buy
36,953
+11,190
+43% +$199K 0.1% 214
2023
Q1 		$443K Buy
+25,763
New +$498K 0.07% 273
2020
Q1 		– Sell
-37,396
Closed -$930K – 622
2019
Q4 		$930K Buy
37,396
+496
+1% +$12.1K 0.1% 210
2019
Q3 		$894K Buy
+36,900
New +$870K 0.1% 198

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

Sunbelt Securities's STWD Position: Q1 2026 in Review

Sunbelt Securities increased its Starwood Property Trust (STWD) stake by 32% in Q1 2026, buying an estimated $363K and bringing the position to 82,768 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #191.

Sunbelt Securities first reported a position in STWD in Q3 2019 and has held it in 15 quarters since. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Sunbelt Securities held 82,768 shares of Starwood Property Trust worth $1.43M as of Q1 2026.
  • Sunbelt Securities bought 20,240 Starwood Property Trust shares in Q1 2026, an estimated $363K.
  • Starwood Property Trust made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #191 holding.
  • Sunbelt Securities first reported a position in Starwood Property Trust in Q3 2019 and has held it in 15 quarters since.
  • 529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.