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Avion Wealth’s Starwood Property Trust STWD Stock Holding History

Avion Wealth’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 		$0 Buy
58
+28
+93% +$503 ﹤0.01% 1587
2025
Q4 		$0 Sell
30
-27
-47% -$497 ﹤0.01% 1573
2025
Q3 		$1K Hold
57
– – ﹤0.01% 1104
2025
Q2 		$1K Sell
57
-33
-37% -$641 ﹤0.01% 1071
2025
Q1 		$1K Hold
90
– – ﹤0.01% 931
2024
Q4 		$1K Hold
90
– – ﹤0.01% 929
2024
Q3 		$1K Hold
90
– – ﹤0.01% 908
2024
Q2 		$1K Hold
90
– – ﹤0.01% 817
2024
Q1 		$2K Hold
90
– – ﹤0.01% 772
2023
Q4 		$2K Buy
90
+60
+200% +$1.18K ﹤0.01% 625
2023
Q3 		$0 Hold
30
– – ﹤0.01% 1178
2023
Q2 		$0 Buy
+30
New +$533 ﹤0.01% 1014

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

Avion Wealth's STWD Position: Q1 2026 in Review

Avion Wealth increased its Starwood Property Trust (STWD) stake by 93% in Q1 2026, buying an estimated $503 and bringing the position to 58 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Avion Wealth first reported a position in STWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $2K in Q1 2024. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Avion Wealth held 58 shares of Starwood Property Trust worth $0 as of Q1 2026.
  • Avion Wealth bought 28 Starwood Property Trust shares in Q1 2026, an estimated $503.
  • Starwood Property Trust made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1587 holding.
  • Avion Wealth first reported a position in Starwood Property Trust in Q2 2023 and has held it in 12 quarters since.
  • Avion Wealth's Starwood Property Trust position peaked at $2K in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.