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

Tortoise 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 Q4	–	Sell	-3	Closed	-$58	–	1286
2025 Q3	$58	Buy	+3	New	+$60	﹤0.01%	1479
2023 Q2	–	Sell	-600	Closed	-$10.6K	–	796
2023 Q1	$10.6K	Hold	600	–	–	﹤0.01%	539
2022 Q4	$11K	Hold	600	–	–	﹤0.01%	527
2022 Q3	$11K	Hold	600	–	–	﹤0.01%	517
2022 Q2	$13K	Hold	600	–	–	﹤0.01%	488
2022 Q1	$15K	Sell	600 -66	-10%	-$1.59K	﹤0.01%	465
2021 Q4	$16K	Buy	+666	New	+$16.8K	﹤0.01%	429
2020 Q2	–	Sell	-8,800	Closed	-$90K	–	548
2020 Q1	$90K	Hold	8,800	–	–	0.03%	182
2019 Q4	$219K	Hold	8,800	–	–	0.05%	130
2019 Q3	$213K	Hold	8,800	–	–	0.06%	133
2019 Q2	$200K	Hold	8,800	–	–	0.05%	141
2019 Q1	$197K	Hold	8,800	–	–	0.05%	140
2018 Q4	$173K	Hold	8,800	–	–	0.05%	149
2018 Q3	$189K	Hold	8,800	–	–	0.05%	139
2018 Q2	$191K	Hold	8,800	–	–	0.05%	135
2018 Q1	$184K	Hold	8,800	–	–	0.05%	137
2017 Q4	$188K	Sell	8,800 -1,100	-11%	-$23.8K	0.05%	136
2017 Q3	$215K	Buy	+9,900	New	+$218K	0.07%	129

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tortoise Investment Management's STWD Position: Q4 2025 in Review

Tortoise Investment Management sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 3 shares — an estimated $58 sold.

Tortoise Investment Management first reported a position in STWD in Q3 2017 and held it in 18 quarters. The position peaked at $219K in Q4 2019. 526 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

Tortoise Investment Management reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 3 Starwood Property Trust shares in Q4 2025, an estimated $58.
Tortoise Investment Management first reported a position in Starwood Property Trust in Q3 2017 and held it in 18 quarters.
Tortoise Investment Management's Starwood Property Trust position peaked at $219K in Q4 2019.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.