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SVB Wealth’s Starwood Property Trust STWD Stock Holding History

SVB Wealth’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
Q2 		– Sell
-1,511
Closed -$29.9K – 1493
2025
Q1 		$29.9K Buy
+1,511
New +$29.7K ﹤0.01% 665
2024
Q3 		– Sell
-10,562
Closed -$200K – 531
2024
Q2 		$200K Buy
+10,562
New +$206K 0.01% 677
2023
Q4 		– Sell
-19,080
Closed -$369K – 940
2023
Q3 		$369K Sell
19,080
-923
-5% -$18.7K 0.01% 539
2023
Q2 		$388K Sell
20,003
-948
-5% -$16.8K 0.01% 567
2023
Q1 		$371K Sell
20,951
-1,429
-6% -$27.6K 0.01% 638
2022
Q4 		$410K Buy
22,380
+5,382
+32% +$107K 0.01% 618
2022
Q3 		$310K Buy
16,998
+1,958
+13% +$44.3K ﹤0.01% 681
2022
Q2 		$314K Buy
15,040
+127
+0.9% +$2.92K ﹤0.01% 547
2022
Q1 		$360K Buy
14,913
+5,365
+56% +$130K ﹤0.01% 534
2021
Q4 		$232K Sell
9,548
-20,979
-69% -$529K ﹤0.01% 651
2021
Q3 		$746K Buy
30,527
+2,699
+10% +$69K 0.01% 474
2021
Q2 		$728K Buy
27,828
+4,773
+21% +$122K 0.01% 470
2021
Q1 		$570K Buy
23,055
+8,180
+55% +$177K 0.01% 482
2020
Q4 		$287K Buy
14,875
+608
+4% +$10.3K ﹤0.01% 635
2020
Q3 		$215K Buy
+14,267
New +$218K ﹤0.01% 624

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVB Wealth's STWD Position: Q2 2025 in Review

SVB Wealth sold out of Starwood Property Trust (STWD) in Q2 2025, closing a stake of 1,511 shares — an estimated $29.9K sold.

SVB Wealth first reported a position in STWD in Q3 2020 and held it in 15 quarters. The position peaked at $746K in Q3 2021. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.

  • SVB Wealth reported no remaining Starwood Property Trust position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,511 Starwood Property Trust shares in Q2 2025, an estimated $29.9K.
  • SVB Wealth first reported a position in Starwood Property Trust in Q3 2020 and held it in 15 quarters.
  • SVB Wealth's Starwood Property Trust position peaked at $746K in Q3 2021.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.