Bartlett & Co Wealth Management’s Starwood Property Trust STWD Stock Holding History

Bartlett & Co Wealth Management’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	$8.58K	Hold	509	–	–	﹤0.01%	1011
2026 Q1	$9.17K	Buy	509 +9	+2%	+$162	﹤0.01%	934
2025 Q4	$9.24K	Hold	500	–	–	﹤0.01%	935
2025 Q3	$9.93K	Hold	500	–	–	﹤0.01%	920
2025 Q2	$10.3K	Buy	+500	New	+$9.71K	﹤0.01%	916
2020 Q3	–	Sell	-2,150	Closed	-$33.2K	–	865
2020 Q2	$33.2K	Sell	2,150 -85,200	-98%	-$1.15M	﹤0.01%	550
2020 Q1	$940K	Sell	87,350 -37,125	-30%	-$813K	0.03%	196
2019 Q4	$3.15M	Sell	124,475 -8,500	-6%	-$208K	0.08%	141
2019 Q3	$3.28M	Buy	+132,975	New	+$3.13M	0.09%	136

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bartlett & Co Wealth Management's STWD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Starwood Property Trust (STWD) position steady in Q2 2026 at 509 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Bartlett & Co Wealth Management first reported a position in STWD in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.28M in Q3 2019. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Bartlett & Co Wealth Management held 509 shares of Starwood Property Trust worth $8.58K as of Q2 2026.
Bartlett & Co Wealth Management left its Starwood Property Trust share count unchanged in Q2 2026.
Starwood Property Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1011 holding.
Bartlett & Co Wealth Management first reported a position in Starwood Property Trust in Q3 2019 and has held it in 9 quarters since.
Bartlett & Co Wealth Management's Starwood Property Trust position peaked at $3.28M in Q3 2019.
521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.