SIM
STWD icon

Synergy Investment Management’s Starwood Property Trust STWD Stock Holding History

Synergy Investment Management’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
-170
Closed -$3.22K – 665
2024
Q4 		$3.22K Buy
+170
New +$3.37K ﹤0.01% 526

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

Synergy Investment Management's STWD Position: Q1 2025 in Review

Synergy Investment Management sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 170 shares — an estimated $3.22K sold.

Synergy Investment Management first reported a position in STWD in Q4 2024 and held it in 1 quarter. The position peaked at $3.22K in Q4 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

  • Synergy Investment Management reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 170 Starwood Property Trust shares in Q1 2025, an estimated $3.22K.
  • Synergy Investment Management first reported a position in Starwood Property Trust in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Starwood Property Trust position peaked at $3.22K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.