Whittier Trust’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $927K | Buy |
55,457
+25,307
| +84% | +$440K | 0.01% | 399 |
|
|
2026
Q1 | $521K | Sell |
30,150
-60
| -0.2% | -$1.08K | 0.01% | 439 |
|
|
2025
Q4 | $555K | Sell |
30,210
-128,945
| -81% | -$2.37M | 0.01% | 429 |
|
|
2025
Q3 | $3.09M | Sell |
159,155
-783
| -0.5% | -$15.8K | 0.04% | 226 |
|
|
2025
Q2 | $3.21M | Buy |
159,938
+423
| +0.3% | +$8.22K | 0.04% | 238 |
|
|
2025
Q1 | $3.15M | Sell |
159,515
-1,000
| -0.6% | -$19.6K | 0.04% | 235 |
|
|
2024
Q4 | $3.04M | Sell |
160,515
-300
| -0.2% | -$5.94K | 0.04% | 238 |
|
|
2024
Q3 | $3.28M | Hold |
160,815
| – | – | 0.04% | 239 |
|
|
2024
Q2 | $3.04M | Buy |
160,815
+720
| +0.4% | +$14K | 0.04% | 234 |
|
|
2024
Q1 | $3.25M | Hold |
160,095
| – | – | 0.05% | 230 |
|
|
2023
Q4 | $3.37M | Hold |
160,095
| – | – | 0.05% | 231 |
|
|
2023
Q3 | $3.1M | Hold |
160,095
| – | – | 0.06% | 231 |
|
|
2023
Q2 | $3.1M | Sell |
160,095
-531
| -0.3% | -$9.44K | 0.05% | 233 |
|
|
2023
Q1 | $2.84M | Hold |
160,626
| – | – | 0.05% | 242 |
|
|
2022
Q4 | $2.94M | Sell |
160,626
-266
| -0.2% | -$5.3K | 0.06% | 236 |
|
|
2022
Q3 | $2.93M | Hold |
160,892
| – | – | 0.06% | 224 |
|
|
2022
Q2 | $3.36M | Buy |
160,892
+60,100
| +60% | +$1.38M | 0.07% | 220 |
|
|
2022
Q1 | $2.44M | Buy |
100,792
+266
| +0.3% | +$6.43K | 0.04% | 261 |
|
|
2021
Q4 | $2.44M | Hold |
100,526
| – | – | 0.04% | 263 |
|
|
2021
Q3 | $2.45M | Buy |
100,526
+10,585
| +12% | +$271K | 0.04% | 253 |
|
|
2021
Q2 | $2.35M | Buy |
89,941
+31,600
| +54% | +$805K | 0.04% | 255 |
|
|
2021
Q1 | $1.44M | Buy |
58,341
+16,500
| +39% | +$357K | 0.03% | 311 |
|
|
2020
Q4 | $807K | Buy |
41,841
+531
| +1% | +$9.04K | 0.02% | 363 |
|
|
2020
Q3 | $623K | Hold |
41,310
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $618K | Sell |
41,310
-304
| -0.7% | -$4.09K | 0.02% | 369 |
|
|
2020
Q1 | $427K | Buy |
41,614
+41,255
| +11,492% | +$904K | 0.01% | 403 |
|
|
2019
Q4 | $9K | Sell |
359
-104
| -22% | -$2.54K | ﹤0.01% | 1147 |
|
|
2019
Q3 | $11K | Sell |
463
-168
| -27% | -$3.96K | ﹤0.01% | 1122 |
|
|
2019
Q2 | $14K | Buy |
631
+304
| +93% | +$6.9K | ﹤0.01% | 1025 |
|
|
2019
Q1 | $7K | Buy |
327
+23
| +8% | +$502 | ﹤0.01% | 1108 |
|
|
2018
Q4 | $6K | Buy |
+304
| New | +$6.55K | ﹤0.01% | 1156 |
|
|
2017
Q2 | – | Sell |
-246
| Closed | -$6K | – | 1321 |
|
|
2017
Q1 | $6K | Buy |
+246
| New | +$5.55K | ﹤0.01% | 1119 |
|
Other funds holding STWD
ACM
Whittier Trust's STWD Position: Q2 2026 in Review
Whittier Trust increased its Starwood Property Trust (STWD) stake by 84% in Q2 2026, buying an estimated $440K and bringing the position to 55,457 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #399.
Whittier Trust first reported a position in STWD in Q1 2017 and has held it in 32 quarters since. The position peaked at $3.37M in Q4 2023. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.
- Whittier Trust held 55,457 shares of Starwood Property Trust worth $927K as of Q2 2026.
- Whittier Trust bought 25,307 Starwood Property Trust shares in Q2 2026, an estimated $440K.
- Starwood Property Trust made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #399 holding.
- Whittier Trust first reported a position in Starwood Property Trust in Q1 2017 and has held it in 32 quarters since.
- Whittier Trust's Starwood Property Trust position peaked at $3.37M in Q4 2023.
- 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.