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Ameritas Advisory Services’s Starwood Property Trust STWD Stock Holding History

Ameritas Advisory Services’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 		$848K Buy
+51,747
New +$900K 0.02% 610
2025
Q4 		– Sell
-730
Closed -$14.1K – 1959
2025
Q3 		$14.1K Sell
730
-46,217
-98% -$931K ﹤0.01% 1555
2025
Q2 		$942K Sell
46,947
-348
-0.7% -$6.76K 0.05% 363
2025
Q1 		$934K Sell
47,295
-1,876
-4% -$36.9K 0.04% 415
2024
Q4 		$932K Buy
49,171
+2,930
+6% +$58K 0.03% 438
2024
Q3 		$942K Buy
46,241
+6,109
+15% +$122K 0.04% 399
2024
Q2 		$760K Sell
40,132
-3,241
-7% -$63.1K 0.03% 478
2024
Q1 		$872K Buy
+43,373
New +$878K 0.04% 407
2023
Q4 		– Sell
-18,553
Closed -$351K – 834
2023
Q3 		$351K Buy
18,553
+1,237
+7% +$25.1K 0.02% 593
2023
Q2 		$342K Sell
17,316
-154
-0.9% -$2.74K 0.04% 382
2023
Q1 		$309K Sell
17,470
-7,514
-30% -$145K 0.02% 633
2022
Q4 		$458K Buy
24,984
+8,425
+51% +$168K 0.02% 561
2022
Q3 		$302K Sell
16,559
-19,147
-54% -$434K 0.02% 584
2022
Q2 		$746K Sell
35,706
-3,892
-10% -$89.5K 0.04% 352
2022
Q1 		$957K Sell
39,598
-648
-2% -$15.7K 0.04% 347
2021
Q4 		$978K Buy
+40,246
New +$1.01M 0.04% 337

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 $104B AUM 28.3% 1-Year Est. Return

Ameritas Advisory Services's STWD Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Starwood Property Trust (STWD) in Q2 2026: 51,747 shares worth $848K. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in STWD as recently as Q3 2025.

Ameritas Advisory Services first reported a position in STWD in Q4 2021 and has held it in 16 quarters since. The position peaked at $978K in Q4 2021. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Ameritas Advisory Services held 51,747 shares of Starwood Property Trust worth $848K as of Q2 2026.
  • Starwood Property Trust was a new Ameritas Advisory Services position in Q2 2026.
  • Starwood Property Trust made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #610 holding.
  • Ameritas Advisory Services first reported a position in Starwood Property Trust in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's Starwood Property Trust position peaked at $978K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.