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B. Riley Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

B. Riley Wealth Advisors’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 		$8.48K Sell
500
-49,500
-99% -$861K ﹤0.01% 911
2026
Q1 		$8.69K Buy
+50,000
New +$898K ﹤0.01% 877

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

B. Riley Wealth Advisors's STWD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Starwood Property Trust (STWD) stake by 14% in Q2 2026, buying an estimated $27.1K and bringing the position to 12,811 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #742.

B. Riley Wealth Advisors first reported a position in STWD in Q2 2014 and has held it in 35 quarters since. The position peaked at $3.17M in Q4 2023. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • B. Riley Wealth Advisors held 12,811 shares of Starwood Property Trust worth $217K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,555 Starwood Property Trust shares in Q2 2026, an estimated $27.1K.
  • Starwood Property Trust made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #742 holding.
  • B. Riley Wealth Advisors first reported a position in Starwood Property Trust in Q2 2014 and has held it in 35 quarters since.
  • B. Riley Wealth Advisors's Starwood Property Trust position peaked at $3.17M in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.