ZIM
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Zacks Investment Management’s Starwood Property Trust STWD Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-438,299
Closed -$8.49M – 823
2025
Q3 		$8.49M Buy
+438,299
New +$8.82M 0.07% 182
2022
Q4 		– Sell
-108,728
Closed -$1.98M – 658
2022
Q3 		$1.98M Sell
108,728
-217
-0.2% -$4.92K 0.03% 268
2022
Q2 		$2.28M Sell
108,945
-35,978
-25% -$827K 0.03% 248
2022
Q1 		$3.5M Buy
+144,923
New +$3.5M 0.05% 217
2020
Q1 		– Sell
-9,751
Closed -$242K – 593
2019
Q4 		$242K Sell
9,751
-177,346
-95% -$4.34M ﹤0.01% 505
2019
Q3 		$4.53M Buy
+187,097
New +$4.41M 0.09% 157
2019
Q2 		– Sell
-75,362
Closed -$1.68M – 612
2019
Q1 		$1.68M Sell
75,362
-44,436
-37% -$969K 0.04% 283
2018
Q4 		$2.36M Sell
119,798
-325
-0.3% -$7.01K 0.06% 199
2018
Q3 		$2.58M Buy
120,123
+6,742
+6% +$149K 0.05% 234
2018
Q2 		$2.46M Buy
113,381
+7,773
+7% +$167K 0.05% 239
2018
Q1 		$2.21M Buy
105,608
+16,881
+19% +$349K 0.05% 244
2017
Q4 		$1.89M Buy
+88,727
New +$1.92M 0.04% 276
2017
Q1 		– Sell
-80,695
Closed -$1.77M – 722
2016
Q4 		$1.77M Buy
+80,695
New +$1.78M 0.05% 229

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Zacks Investment Management's STWD Position: Q4 2025 in Review

Zacks Investment Management sold out of Starwood Property Trust (STWD) in Q4 2025, closing a stake of 438,299 shares — an estimated $8.49M sold.

Zacks Investment Management first reported a position in STWD in Q4 2016 and held it in 13 quarters. The position peaked at $8.49M in Q3 2025. 523 funds tracked by Wall St. Rank hold STWD as of Q4 2025.

  • Zacks Investment Management reported no remaining Starwood Property Trust position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 438,299 Starwood Property Trust shares in Q4 2025, an estimated $8.49M.
  • Zacks Investment Management first reported a position in Starwood Property Trust in Q4 2016 and held it in 13 quarters.
  • Zacks Investment Management's Starwood Property Trust position peaked at $8.49M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.