Wellington Management Group
STWD icon

Wellington Management Group’s Starwood Property Trust STWD Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-34,981
Closed -$702K – 2104
2025
Q2 		$702K Buy
34,981
+8,898
+34% +$173K ﹤0.01% 1764
2025
Q1 		$516K Buy
+26,083
New +$513K ﹤0.01% 1817
2024
Q3 		– Sell
-69,683
Closed -$1.32M – 2020
2024
Q2 		$1.32M Sell
69,683
-9,437
-12% -$184K ﹤0.01% 1604
2024
Q1 		$1.61M Buy
79,120
+12,858
+19% +$260K ﹤0.01% 1576
2023
Q4 		$1.39M Sell
66,262
-8,261
-11% -$162K ﹤0.01% 1562
2023
Q3 		$1.44M Sell
74,523
-7,594
-9% -$154K ﹤0.01% 1540
2023
Q2 		$1.59M Sell
82,117
-7,363
-8% -$131K ﹤0.01% 1514
2023
Q1 		$1.58M Buy
89,480
+4,621
+5% +$89.2K ﹤0.01% 1554
2022
Q4 		$1.56M Buy
84,859
+56,133
+195% +$1.12M ﹤0.01% 1556
2022
Q3 		$523K Buy
28,726
+8,941
+45% +$202K ﹤0.01% 1791
2022
Q2 		$413K Sell
19,785
-44,640
-69% -$1.03M ﹤0.01% 1877
2022
Q1 		$1.56M Buy
+64,425
New +$1.56M ﹤0.01% 1649
2020
Q3 		– Sell
-50,983
Closed -$762K – 1987
2020
Q2 		$762K Buy
+50,983
New +$686K ﹤0.01% 1555
2020
Q1 		– Sell
-29,526
Closed -$734K – 2041
2019
Q4 		$734K Buy
+29,526
New +$723K ﹤0.01% 1778
2016
Q3 		– Sell
-165,031
Closed -$3.42M – 2237
2016
Q2 		$3.42M Sell
165,031
-53,680
-25% -$1.07M ﹤0.01% 1466
2016
Q1 		$4.14M Buy
218,711
+38,193
+21% +$708K ﹤0.01% 1410
2015
Q4 		$3.71M Buy
180,518
+35,856
+25% +$737K ﹤0.01% 1450
2015
Q3 		$2.97M Sell
144,662
-653,988
-82% -$14.2M ﹤0.01% 1507
2015
Q2 		$17.2M Buy
798,650
+84,680
+12% +$2.01M ﹤0.01% 1065
2015
Q1 		$17.3M Buy
713,970
+63,090
+10% +$1.52M ﹤0.01% 1084
2014
Q4 		$15.1M Hold
650,880
– – ﹤0.01% 1124
2014
Q3 		$14.3M Buy
+650,880
New +$15.3M ﹤0.01% 1126
2013
Q3 		– Sell
-11,162
Closed -$223K – 2230
2013
Q2 		$223K Buy
+11,162
New +$238K ﹤0.01% 2074

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Management Group's STWD Position: Q3 2025 in Review

Wellington Management Group sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 34,981 shares — an estimated $702K sold.

Wellington Management Group first reported a position in STWD in Q2 2013 and held it in 23 quarters. The position peaked at $17.3M in Q1 2015. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • Wellington Management Group reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 34,981 Starwood Property Trust shares in Q3 2025, an estimated $702K.
  • Wellington Management Group first reported a position in Starwood Property Trust in Q2 2013 and held it in 23 quarters.
  • Wellington Management Group's Starwood Property Trust position peaked at $17.3M in Q1 2015.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.