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Wood Tarver Financial Group’s Starwood Property Trust STWD Stock Holding History

Wood Tarver Financial 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
-103
Closed -$2K – 575
2025
Q2 		$2K Hold
103
– – ﹤0.01% 526
2025
Q1 		$2.04K Hold
103
– – ﹤0.01% 524
2024
Q4 		$1K Buy
+103
New +$2.04K ﹤0.01% 572

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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
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

Wood Tarver Financial Group's STWD Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Starwood Property Trust (STWD) in Q3 2025, closing a stake of 103 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in STWD in Q4 2024 and held it in 3 quarters. The position peaked at $2.04K in Q1 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Starwood Property Trust position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 103 Starwood Property Trust shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in Starwood Property Trust in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Starwood Property Trust position peaked at $2.04K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.