Beacon Pointe Advisors’s Starwood Property Trust STWD Stock Holding History

Beacon Pointe 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 Q1	$225K	Buy	13,068 +2,647	+25%	+$47.5K	﹤0.01%	1673
2025 Q4	$188K	Sell	10,421 -75	-0.7%	-$1.38K	﹤0.01%	1436
2025 Q3	$203K	Buy	+10,496	New	+$211K	﹤0.01%	1318
2024 Q1	–	Sell	-18,740	Closed	-$394K	–	1408
2023 Q4	$394K	Sell	18,740 -792	-4%	-$15.6K	﹤0.01%	980
2023 Q3	$378K	Buy	19,532 +2,028	+12%	+$41.1K	﹤0.01%	976
2023 Q2	$340K	Sell	17,504 -717	-4%	-$12.7K	0.01%	846
2023 Q1	$322K	Buy	+18,221	New	+$352K	0.01%	912
2022 Q2	–	Sell	-11,334	Closed	-$274K	–	1206
2022 Q1	$274K	Buy	+11,334	New	+$274K	﹤0.01%	1014

Other funds holding STWD

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Beacon Pointe Advisors's STWD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Starwood Property Trust (STWD) stake by 25% in Q1 2026, buying an estimated $47.5K and bringing the position to 13,068 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Beacon Pointe Advisors first reported a position in STWD in Q1 2022 and has held it in 8 quarters since. The position peaked at $394K in Q4 2023. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Beacon Pointe Advisors held 13,068 shares of Starwood Property Trust worth $225K as of Q1 2026.
Beacon Pointe Advisors bought 2,647 Starwood Property Trust shares in Q1 2026, an estimated $47.5K.
Starwood Property Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1673 holding.
Beacon Pointe Advisors first reported a position in Starwood Property Trust in Q1 2022 and has held it in 8 quarters since.
Beacon Pointe Advisors's Starwood Property Trust position peaked at $394K in Q4 2023.
525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.