Valley National Advisers’s Starwood Property Trust STWD Stock Holding History

Valley National Advisers’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
2024 Q3	–	Sell	-425	Closed	-$8K	–	1098
2024 Q2	$8K	Sell	425 -20	-4%	-$390	﹤0.01%	680
2024 Q1	$9K	Hold	445	–	–	﹤0.01%	678
2023 Q4	$9K	Buy	+445	New	+$8.74K	﹤0.01%	687
2022 Q2	–	Sell	-1,395	Closed	-$34K	–	976
2022 Q1	$34K	Buy	+1,395	New	+$33.7K	0.01%	440
2018 Q2	–	Hold	0	–	–	–	405
2018 Q1	–	Hold	0	–	–	–	407
2017 Q4	–	Hold	0	–	–	–	401
2017 Q3	–	Hold	0	–	–	–	398
2017 Q2	–	Hold	0	–	–	–	378
2017 Q1	–	Hold	0	–	–	–	398
2016 Q4	–	Hold	0	–	–	–	399
2016 Q3	–	Hold	0	–	–	–	379
2016 Q2	–	Hold	0	–	–	–	389
2016 Q1	–	Hold	0	–	–	–	392
2015 Q4	–	Hold	0	–	–	–	383
2015 Q3	–	Hold	0	–	–	–	383

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 $3.38T AUM 44.17% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valley National Advisers's STWD Position: Q3 2024 in Review

Valley National Advisers sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 425 shares — an estimated $8K sold.

Valley National Advisers first reported a position in STWD in Q1 2022 and held it in 4 quarters. The position peaked at $34K in Q1 2022. 508 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

Valley National Advisers reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 425 Starwood Property Trust shares in Q3 2024, an estimated $8K.
Valley National Advisers first reported a position in Starwood Property Trust in Q1 2022 and held it in 4 quarters.
Valley National Advisers's Starwood Property Trust position peaked at $34K in Q1 2022.
508 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.