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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
Q2 		$195K Sell
11,884
-1,184
-9% -$20.6K ﹤0.01% 1813
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
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

Beacon Pointe Advisors's STWD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Starwood Property Trust (STWD) stake by 9.1% in Q2 2026, selling an estimated $20.6K and leaving 11,884 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Beacon Pointe Advisors first reported a position in STWD in Q1 2022 and has held it in 9 quarters since. The position peaked at $394K in Q4 2023. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Beacon Pointe Advisors held 11,884 shares of Starwood Property Trust worth $195K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,184 Starwood Property Trust shares in Q2 2026, an estimated $20.6K.
  • Starwood Property Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1813 holding.
  • Beacon Pointe Advisors first reported a position in Starwood Property Trust in Q1 2022 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's Starwood Property Trust position peaked at $394K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.