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Starwood Property Trust shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Starwood Property Trust (STWD) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Starwood Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Starwood Property Trust held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starwood Property Trust by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 2.0k 19.37
2025-06-30 $40k 2.0k 20.07
2025-03-31 $40k 2.0k 19.77

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Starwood Property Trust

BlackRock
Vanguard Group
State Street Corporation
Morgan Stanley
Geode Capital Management
Ameriprise Financial
Northern Trust
Two Sigma Investments
Jpmorgan Chase & Co
Raymond James Financial
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
UBS Group
HighTower Advisors

View all funds holding Starwood Property Trust