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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

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 34 quarters since. The position peaked at $3.17M in Q4 2023. 135 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 34 quarters since.
  • B. Riley Wealth Advisors's Starwood Property Trust position peaked at $3.17M in Q4 2023.
  • 135 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.