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Activest Wealth Management’s Starwood Property Trust STWD Stock Holding History

Activest Wealth 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
2026
Q2 		$3.46K Sell
211
-588
-74% -$10.2K ﹤0.01% 773
2026
Q1 		$13.8K Sell
799
-222
-22% -$3.98K ﹤0.01% 615
2025
Q4 		$18.4K Buy
1,021
+5
+0.5% +$92 ﹤0.01% 540
2025
Q3 		$19.7K Buy
1,016
+5
+0.5% +$101 ﹤0.01% 386
2025
Q2 		$20.3K Sell
1,011
-5,217
-84% -$101K ﹤0.01% 323
2025
Q1 		$123K Sell
6,228
-1,196
-16% -$23.5K 0.03% 119
2024
Q4 		$141K Buy
7,424
+5
+0.1% +$99 0.04% 102
2024
Q3 		$151K Buy
7,419
+4
+0.1% +$80 0.05% 93
2024
Q2 		$140K Buy
7,415
+2,024
+38% +$39.4K 0.05% 104
2024
Q1 		$110K Buy
5,391
+5,226
+3,167% +$106K 0.05% 78
2023
Q4 		$3.47K Buy
165
+4
+2% +$79 ﹤0.01% 249
2023
Q3 		$3.12K Buy
+161
New +$3.27K ﹤0.01% 249
2023
Q2 		– Sell
-153
Closed -$2.64K – 406
2023
Q1 		$2.64K Buy
153
+3
+2% +$58 ﹤0.01% 242
2022
Q4 		$2.74K Buy
150
+4
+3% +$80 ﹤0.01% 391
2022
Q3 		$3K Buy
146
+3
+2% +$68 ﹤0.01% 384
2022
Q2 		$3K Buy
143
+3
+2% +$69 ﹤0.01% 308
2022
Q1 		$3K Buy
+140
New +$3.38K ﹤0.01% 286

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

Activest Wealth Management's STWD Position: Q2 2026 in Review

Activest Wealth Management reduced its Starwood Property Trust (STWD) stake by 74% in Q2 2026, selling an estimated $10.2K and leaving 211 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Activest Wealth Management first reported a position in STWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $151K in Q3 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Activest Wealth Management held 211 shares of Starwood Property Trust worth $3.46K as of Q2 2026.
  • Activest Wealth Management sold 588 Starwood Property Trust shares in Q2 2026, an estimated $10.2K.
  • Starwood Property Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #773 holding.
  • Activest Wealth Management first reported a position in Starwood Property Trust in Q1 2022 and has held it in 17 quarters since.
  • Activest Wealth Management's Starwood Property Trust position peaked at $151K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.