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Acorn Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Acorn Wealth Advisors’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
Q2 		$290K Buy
17,679
+223
+1% +$3.88K 0.07% 235
2026
Q1 		$301K Buy
17,456
+221
+1% +$3.97K 0.09% 197
2025
Q4 		$310K Sell
17,235
-70
-0.4% -$1.29K 0.09% 199
2025
Q3 		$335K Buy
17,305
+2,082
+14% +$41.9K 0.11% 190
2025
Q2 		$306K Sell
15,223
-1,071
-7% -$20.8K 0.11% 177
2025
Q1 		$322K Sell
16,294
-392
-2% -$7.7K 0.13% 154
2024
Q4 		$316K Sell
16,686
-483
-3% -$9.57K 0.13% 154
2024
Q3 		$350K Hold
17,169
– – 0.15% 140
2024
Q2 		$325K Buy
17,169
+73
+0.4% +$1.42K 0.16% 137
2024
Q1 		$348K Sell
17,096
-381
-2% -$7.71K 0.18% 116
2023
Q4 		$367K Sell
17,477
-104
-0.6% -$2.04K 0.22% 102
2023
Q3 		$340K Buy
17,581
+109
+0.6% +$2.21K 0.23% 104
2023
Q2 		$339K Buy
17,472
+267
+2% +$4.74K 0.23% 105
2023
Q1 		$304K Buy
17,205
+734
+4% +$14.2K 0.22% 108
2022
Q4 		$302K Buy
16,471
+398
+2% +$7.93K 0.23% 101
2022
Q3 		$293K Buy
16,073
+4,706
+41% +$107K 0.24% 103
2022
Q2 		$237K Buy
+11,367
New +$261K 0.19% 140
2018
Q2 		– Sell
-63
Closed -$1K – 756
2018
Q1 		$1K Hold
63
– – ﹤0.01% 822
2017
Q4 		$1K Buy
+63
New +$1.36K ﹤0.01% 784

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Acorn Wealth Advisors's STWD Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Starwood Property Trust (STWD) stake by 1.3% in Q2 2026, buying an estimated $3.88K and bringing the position to 17,679 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #235.

Acorn Wealth Advisors first reported a position in STWD in Q4 2017 and has held it in 19 quarters since. The position peaked at $367K in Q4 2023. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Acorn Wealth Advisors held 17,679 shares of Starwood Property Trust worth $290K as of Q2 2026.
  • Acorn Wealth Advisors bought 223 Starwood Property Trust shares in Q2 2026, an estimated $3.88K.
  • Starwood Property Trust made up 0.07% of Acorn Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Acorn Wealth Advisors first reported a position in Starwood Property Trust in Q4 2017 and has held it in 19 quarters since.
  • Acorn Wealth Advisors's Starwood Property Trust position peaked at $367K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.