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Ares Financial Consulting’s Starwood Property Trust STWD Stock Holding History

Ares Financial Consulting’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 		$3.77K Hold
230
– – ﹤0.01% 782
2026
Q1 		$3.93K Hold
230
– – ﹤0.01% 731
2025
Q4 		$4.14K Buy
+230
New +$4.23K ﹤0.01% 519

Other funds holding STWD

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Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

Ares Financial Consulting's STWD Position: Q2 2026 in Review

Ares Financial Consulting held its Starwood Property Trust (STWD) position steady in Q2 2026 at 230 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Ares Financial Consulting first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.14K in Q4 2025. 237 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Ares Financial Consulting held 230 shares of Starwood Property Trust worth $3.77K as of Q2 2026.
  • Ares Financial Consulting left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #782 holding.
  • Ares Financial Consulting first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Starwood Property Trust position peaked at $4.14K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.