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Bleakley Financial Group’s Starwood Property Trust STWD Stock Holding History

Bleakley Financial Group’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 		$2.46M Buy
149,999
+26,251
+21% +$457K 0.03% 418
2026
Q1 		$2.13M Buy
123,748
+17,222
+16% +$309K 0.03% 377
2025
Q4 		$1.92M Buy
106,526
+17,577
+20% +$323K 0.03% 363
2025
Q3 		$1.72M Buy
88,949
+12,171
+16% +$245K 0.04% 320
2025
Q2 		$1.54M Buy
76,778
+11,850
+18% +$230K 0.04% 316
2025
Q1 		$1.28M Buy
64,928
+33,882
+109% +$666K 0.04% 302
2024
Q4 		$588K Buy
31,046
+4,496
+17% +$89.1K 0.02% 570
2024
Q3 		$541K Sell
26,550
-117,179
-82% -$2.34M 0.02% 583
2024
Q2 		$2.72M Buy
143,729
+2,233
+2% +$43.5K 0.08% 236
2024
Q1 		$2.88M Sell
141,496
-2,532
-2% -$51.3K 0.08% 230
2023
Q4 		$3.03M Sell
144,028
-4,126
-3% -$81K 0.1% 197
2023
Q3 		$2.87M Buy
148,154
+1,406
+1% +$28.5K 0.1% 184
2023
Q2 		$2.85M Buy
146,748
+3,576
+2% +$63.5K 0.09% 200
2023
Q1 		$2.53M Buy
143,172
+11,317
+9% +$219K 0.08% 204
2022
Q4 		$2.42M Buy
+131,855
New +$2.63M 0.09% 212

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 $103B AUM 28.65% 1-Year Est. Return

Bleakley Financial Group's STWD Position: Q2 2026 in Review

Bleakley Financial Group increased its Starwood Property Trust (STWD) stake by 21% in Q2 2026, buying an estimated $457K and bringing the position to 149,999 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #418.

Bleakley Financial Group first reported a position in STWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q4 2023. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Bleakley Financial Group held 149,999 shares of Starwood Property Trust worth $2.46M as of Q2 2026.
  • Bleakley Financial Group bought 26,251 Starwood Property Trust shares in Q2 2026, an estimated $457K.
  • Starwood Property Trust made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #418 holding.
  • Bleakley Financial Group first reported a position in Starwood Property Trust in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Starwood Property Trust position peaked at $3.03M in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.