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BOLTON SECURITIES CORPORATION’s Starwood Property Trust STWD Stock Holding History

BOLTON SECURITIES CORPORATION’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
2026
Q3 		$265K Hold
19,616
– – 0.01% 802
2026
Q2 		$321K Buy
19,616
+4,771
+32% +$83K 0.01% 742
2026
Q1 		$256K Buy
+14,845
New +$266K 0.01% 738
2025
Q3 		$294K Buy
+15,203
New +$306K 0.01% 651
2025
Q1 		$290K Buy
+14,683
New +$289K 0.02% 601

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NFC Investments
NFC Investments Memphis, Tennessee $365M AUM 12.5% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's STWD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Starwood Property Trust (STWD) position steady in Q3 2026 at 19,616 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #802.

BOLTON SECURITIES CORPORATION first reported a position in STWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2026. 335 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 19,616 shares of Starwood Property Trust worth $265K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Starwood Property Trust share count unchanged in Q3 2026.
  • Starwood Property Trust made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #802 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Starwood Property Trust in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Starwood Property Trust position peaked at $321K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.