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Apella Capital’s Starwood Property Trust STWD Stock Holding History

Apella Capital’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 		$1.22M Buy
73,381
+1,625
+2% +$28.3K 0.02% 336
2026
Q1 		$1.3M Buy
+71,756
New +$1.29M 0.02% 324

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

Apella Capital's STWD Position: Q2 2026 in Review

Apella Capital increased its Starwood Property Trust (STWD) stake by 2.3% in Q2 2026, buying an estimated $28.3K and bringing the position to 73,381 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #336.

Apella Capital first reported a position in STWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.3M in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Apella Capital held 73,381 shares of Starwood Property Trust worth $1.22M as of Q2 2026.
  • Apella Capital bought 1,625 Starwood Property Trust shares in Q2 2026, an estimated $28.3K.
  • Starwood Property Trust made up 0.02% of Apella Capital's portfolio in Q2 2026, its #336 holding.
  • Apella Capital first reported a position in Starwood Property Trust in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Starwood Property Trust position peaked at $1.3M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.