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Wealth Quarterback’s Starwood Property Trust STWD Stock Holding History

Wealth Quarterback’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
Q1 		$447K Buy
25,930
+1,520
+6% +$27.3K 0.18% 94
2025
Q4 		$440K Sell
24,410
-93
-0.4% -$1.71K 0.16% 101
2025
Q3 		$475K Buy
24,503
+3,970
+19% +$79.9K 0.18% 92
2025
Q2 		$412K Buy
20,533
+3,366
+20% +$65.4K 0.2% 97
2025
Q1 		$339K Buy
17,167
+2,350
+16% +$46.2K 0.19% 89
2024
Q4 		$281K Buy
14,817
+518
+4% +$10.3K 0.13% 97
2024
Q3 		$291K Buy
14,299
+885
+7% +$17.7K 0.15% 96
2024
Q2 		$254K Buy
13,414
+197
+1% +$3.84K 0.14% 95
2024
Q1 		$269K Buy
13,217
+666
+5% +$13.5K 0.15% 96
2023
Q4 		$264K Buy
+12,551
New +$246K 0.16% 97
2023
Q3 		– Sell
-10,369
Closed -$201K – 125
2023
Q2 		$201K Buy
+10,369
New +$184K 0.14% 114
2021
Q3 		$111K Buy
21,562
+16,610
+335% +$425K 0.07% 152
2021
Q2 		$130K Buy
+4,952
New +$126K 0.08% 149
2020
Q2 		– Sell
-6,906
Closed -$70.8K – 677
2020
Q1 		$70.8K Buy
6,906
+2,405
+53% +$52.7K 0.07% 181
2019
Q4 		$112K Buy
+4,501
New +$110K 0.1% 153

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealth Quarterback's STWD Position: Q1 2026 in Review

Wealth Quarterback increased its Starwood Property Trust (STWD) stake by 6.2% in Q1 2026, buying an estimated $27.3K and bringing the position to 25,930 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #94.

Wealth Quarterback first reported a position in STWD in Q4 2019 and has held it in 15 quarters since. The position peaked at $475K in Q3 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Wealth Quarterback held 25,930 shares of Starwood Property Trust worth $447K as of Q1 2026.
  • Wealth Quarterback bought 1,520 Starwood Property Trust shares in Q1 2026, an estimated $27.3K.
  • Starwood Property Trust made up 0.18% of Wealth Quarterback's portfolio in Q1 2026, its #94 holding.
  • Wealth Quarterback first reported a position in Starwood Property Trust in Q4 2019 and has held it in 15 quarters since.
  • Wealth Quarterback's Starwood Property Trust position peaked at $475K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.