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Bell Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Bell Investment 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 		$1.16K Hold
71
– – ﹤0.01% 1493
2026
Q1 		$1.22K Sell
71
-44
-38% -$790 ﹤0.01% 1494
2025
Q4 		$2.07K Buy
115
+44
+62% +$809 ﹤0.01% 1342
2025
Q3 		$1.38K Sell
71
-67
-49% -$1.35K ﹤0.01% 1463
2025
Q2 		$2.77K Sell
138
-55
-28% -$1.07K ﹤0.01% 1228
2025
Q1 		$3.82K Hold
193
– – ﹤0.01% 1036
2024
Q4 		$3.66K Sell
193
-62
-24% -$1.23K ﹤0.01% 1080
2024
Q3 		$5.2K Sell
255
-27
-10% -$539 ﹤0.01% 914
2024
Q2 		$5.34K Hold
282
– – ﹤0.01% 890
2024
Q1 		$5.73K Hold
282
– – ﹤0.01% 847
2023
Q4 		$5.93K Buy
282
+4
+1% +$79 ﹤0.01% 786
2023
Q3 		$5.38K Buy
278
+38
+16% +$771 ﹤0.01% 768
2023
Q2 		$4.66K Sell
240
-171
-42% -$3.04K ﹤0.01% 857
2023
Q1 		$7.27K Buy
411
+291
+243% +$5.62K ﹤0.01% 602
2022
Q4 		$2.2K Buy
120
+24
+25% +$478 ﹤0.01% 1238
2022
Q3 		$2K Buy
96
+25
+35% +$566 ﹤0.01% 1219
2022
Q2 		$1K Buy
+71
New +$1.63K ﹤0.01% 1611
2021
Q4 		$7K Sell
307
-19
-6% -$479 ﹤0.01% 632
2021
Q3 		$8K Buy
+326
New +$8.34K ﹤0.01% 540

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

Bell Investment Advisors's STWD Position: Q2 2026 in Review

Bell Investment Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 71 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Bell Investment Advisors first reported a position in STWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $8K in Q3 2021. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Bell Investment Advisors held 71 shares of Starwood Property Trust worth $1.16K as of Q2 2026.
  • Bell Investment Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1493 holding.
  • Bell Investment Advisors first reported a position in Starwood Property Trust in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Starwood Property Trust position peaked at $8K in Q3 2021.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.