Brinker Capital Investments’s Starwood Property Trust STWD Stock Holding History

Brinker Capital Investments’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	$234K	Sell	13,600 -14,806	-52%	-$266K	﹤0.01%	1783
2025 Q4	$512K	Buy	28,406 +13,092	+85%	+$241K	﹤0.01%	1589
2025 Q3	$297K	Buy	+15,314	New	+$308K	﹤0.01%	1762
2023 Q1	–	Sell	-44,557	Closed	-$817K	–	1642
2022 Q4	$817K	Sell	44,557 -38,282	-46%	-$763K	0.02%	798
2022 Q3	$1.51M	Buy	82,839 +866	+1%	+$19.6K	0.03%	556
2022 Q2	$1.71M	Sell	81,973 -608	-0.7%	-$14K	0.03%	537
2022 Q1	$2M	Sell	82,581 -1,463	-2%	-$35.3K	0.03%	533
2021 Q4	$2.04M	Sell	84,044 -4,365	-5%	-$110K	0.03%	569
2021 Q3	$2.35M	Hold	88,409	–	–	0.04%	504
2021 Q2	$2.35M	Buy	88,409 +1,719	+2%	+$43.8K	0.03%	558
2021 Q1	$2.18M	Buy	86,690 +1,394	+2%	+$30.2K	0.03%	486
2020 Q4	$1.69M	Buy	+85,296	New	+$1.45M	0.03%	587
2019 Q3	–	Sell	-4,046	Closed	-$92K	–	927
2019 Q2	$92K	Sell	4,046 -385	-9%	-$8.74K	﹤0.01%	496
2019 Q1	$99K	Buy	+4,431	New	+$96.7K	﹤0.01%	390
2017 Q4	–	Sell	-152	Closed	-$3K	–	595
2017 Q3	$3K	Buy	+152	New	+$3.35K	﹤0.01%	533

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

Brinker Capital Investments's STWD Position: Q1 2026 in Review

Brinker Capital Investments reduced its Starwood Property Trust (STWD) stake by 52% in Q1 2026, selling an estimated $266K and leaving 13,600 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Brinker Capital Investments first reported a position in STWD in Q3 2017 and has held it in 15 quarters since. The position peaked at $2.35M in Q3 2021. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Brinker Capital Investments held 13,600 shares of Starwood Property Trust worth $234K as of Q1 2026.
Brinker Capital Investments sold 14,806 Starwood Property Trust shares in Q1 2026, an estimated $266K.
Starwood Property Trust made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1783 holding.
Brinker Capital Investments first reported a position in Starwood Property Trust in Q3 2017 and has held it in 15 quarters since.
Brinker Capital Investments's Starwood Property Trust position peaked at $2.35M in Q3 2021.
525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.