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Wealthspire Advisors (New York)’s Starwood Property Trust STWD Stock Holding History

Wealthspire Advisors (New York)’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
-4,540
Closed -$87.9K – 2666
2025
Q3 		$87.9K Buy
+4,540
New +$91.4K ﹤0.01% 1045
2019
Q1 		– Sell
-8,845
Closed -$174K – 688
2018
Q4 		$174K Buy
+8,845
New +$191K 0.02% 72

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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wealthspire Advisors (New York)'s STWD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 4,540 shares — an estimated $87.9K sold.

Wealthspire Advisors (New York) first reported a position in STWD in Q4 2018 and held it in 2 quarters. The position peaked at $174K in Q4 2018. 523 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,540 Starwood Property Trust shares in Q4 2025, an estimated $87.9K.
  • Wealthspire Advisors (New York) first reported a position in Starwood Property Trust in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Starwood Property Trust position peaked at $174K in Q4 2018.
  • 523 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.