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Bruce G. Allen Investments’s Starwood Property Trust STWD Stock Holding History

Bruce G. Allen 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
Q2 		– Sell
-56
Closed -$964 – 1105
2026
Q1 		$964 Sell
56
-9
-14% -$162 ﹤0.01% 828
2025
Q4 		$1.17K Sell
65
-13
-17% -$239 ﹤0.01% 796
2025
Q3 		$1.51K Sell
78
-1
-1% -$20 ﹤0.01% 750
2025
Q2 		$1.59K Buy
79
+17
+27% +$330 ﹤0.01% 743
2025
Q1 		$1.23K Buy
62
+6
+11% +$118 ﹤0.01% 772
2024
Q4 		$1.06K Hold
56
– – ﹤0.01% 812
2024
Q3 		$1.14K Hold
56
– – ﹤0.01% 798
2024
Q2 		$1.06K Sell
56
-89
-61% -$1.73K ﹤0.01% 767
2024
Q1 		$2.95K Hold
145
– – ﹤0.01% 662
2023
Q4 		$3.05K Buy
+145
New +$2.85K ﹤0.01% 675

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

Bruce G. Allen Investments's STWD Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 56 shares — an estimated $964 sold.

Bruce G. Allen Investments first reported a position in STWD in Q4 2023 and held it in 10 quarters. The position peaked at $3.05K in Q4 2023. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 56 Starwood Property Trust shares in Q2 2026, an estimated $964.
  • Bruce G. Allen Investments first reported a position in Starwood Property Trust in Q4 2023 and held it in 10 quarters.
  • Bruce G. Allen Investments's Starwood Property Trust position peaked at $3.05K in Q4 2023.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.