Tidemark
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Tidemark’s Starwood Property Trust STWD Stock Holding History

Tidemark’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
Q3 		$189 Buy
+14
New +$224 ﹤0.01% 1015
2025
Q3 		– Sell
-200
Closed -$4.01K – 699
2025
Q2 		$4.01K Hold
200
– – ﹤0.01% 548
2025
Q1 		$3.95K Hold
200
– – ﹤0.01% 557
2024
Q4 		$3.79K Buy
+200
New +$3.96K ﹤0.01% 542

Other funds holding STWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Tidemark's STWD Position: Q3 2026 in Review

Tidemark opened a new position in Starwood Property Trust (STWD) in Q3 2026: 14 shares worth $189. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Tidemark previously reported a position in STWD as recently as Q2 2025.

Tidemark first reported a position in STWD in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.01K in Q2 2025. 250 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Tidemark held 14 shares of Starwood Property Trust worth $189 as of Q3 2026.
  • Starwood Property Trust was a new Tidemark position in Q3 2026.
  • Starwood Property Trust made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #1015 holding.
  • Tidemark first reported a position in Starwood Property Trust in Q4 2024 and has held it in 4 quarters since.
  • Tidemark's Starwood Property Trust position peaked at $4.01K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.