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WR Wealth Planners’s Starwood Property Trust STWD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.2K Buy
116
+3
+3% +$59 ﹤0.01% 841
2024
Q3 		$2.31K Buy
113
+2
+2% +$40 ﹤0.01% 878
2024
Q2 		$2.1K Buy
111
+3
+3% +$58 ﹤0.01% 877
2024
Q1 		$2.2K Buy
+108
New +$2.19K ﹤0.01% 862

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's STWD Position: Q4 2024 in Review

WR Wealth Planners increased its Starwood Property Trust (STWD) stake by 2.7% in Q4 2024, buying an estimated $59 and bringing the position to 116 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

WR Wealth Planners first reported a position in STWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.31K in Q3 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

  • WR Wealth Planners held 116 shares of Starwood Property Trust worth $2.2K as of Q4 2024.
  • WR Wealth Planners bought 3 Starwood Property Trust shares in Q4 2024, an estimated $59.
  • Starwood Property Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #841 holding.
  • WR Wealth Planners first reported a position in Starwood Property Trust in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Starwood Property Trust position peaked at $2.31K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.