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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
Q2 		– Sell
-58
Closed – – 1725
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 $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

Avion Wealth's STWD Position: Q2 2026 in Review

Avion Wealth sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 58 shares.

Avion Wealth first reported a position in STWD in Q2 2023 and held it in 12 quarters. The position peaked at $2K in Q1 2024. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Avion Wealth reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 58 Starwood Property Trust shares in Q2 2026.
  • Avion Wealth first reported a position in Starwood Property Trust in Q2 2023 and held it in 12 quarters.
  • Avion Wealth's Starwood Property Trust position peaked at $2K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.