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Bogart Wealth LLC’s Starwood Property Trust STWD Stock Holding History

Bogart Wealth LLC’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 		$67.4K Buy
4,115
+3,909
+1,898% +$68K ﹤0.01% 480
2026
Q1 		$3.55K Buy
206
+150
+268% +$2.69K ﹤0.01% 1151
2025
Q4 		$1.01K Buy
+56
New +$1.03K ﹤0.01% 1323

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

Bogart Wealth LLC's STWD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Starwood Property Trust (STWD) stake by 1,898% in Q2 2026, buying an estimated $68K and bringing the position to 4,115 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Bogart Wealth LLC first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Bogart Wealth LLC held 4,115 shares of Starwood Property Trust worth $67.4K as of Q2 2026.
  • Bogart Wealth LLC bought 3,909 Starwood Property Trust shares in Q2 2026, an estimated $68K.
  • Starwood Property Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #480 holding.
  • Bogart Wealth LLC first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.