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Alliance Wealth Advisors (Utah)’s Starwood Property Trust STWD Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q1 		– Sell
-11,212
Closed -$202K – 262
2025
Q4 		$202K Buy
11,212
+1,011
+10% +$18.6K 0.04% 242
2025
Q3 		$198K Buy
+10,201
New +$205K 0.05% 273

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

Alliance Wealth Advisors (Utah)'s STWD Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 11,212 shares — an estimated $202K sold.

Alliance Wealth Advisors (Utah) first reported a position in STWD in Q3 2025 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 11,212 Starwood Property Trust shares in Q1 2026, an estimated $202K.
  • Alliance Wealth Advisors (Utah) first reported a position in Starwood Property Trust in Q3 2025 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Starwood Property Trust position peaked at $202K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.