Action Point Financial Planning’s Starwood Property Trust STWD Stock Holding History

Action Point Financial Planning’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	$17.9K	Buy	+1,094	New	+$19K	﹤0.01%	1175

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Action Point Financial Planning's STWD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Starwood Property Trust (STWD) in Q2 2026: 1,094 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings.

517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Action Point Financial Planning held 1,094 shares of Starwood Property Trust worth $17.9K as of Q2 2026.
Starwood Property Trust was a new Action Point Financial Planning position in Q2 2026.
Starwood Property Trust made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1175 holding.
517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.