CAPTRUST Financial Advisors
STWD icon

CAPTRUST Financial Advisors’s Starwood Property Trust STWD Stock Holding History

CAPTRUST Financial 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 		$380K Sell
23,221
-1,560
-6% -$27.1K ﹤0.01% 2392
2026
Q1 		$427K Buy
24,781
+4,179
+20% +$75K ﹤0.01% 2141
2025
Q4 		$371K Sell
20,602
-30,550
-60% -$562K ﹤0.01% 2087
2025
Q3 		$991K Buy
51,152
+907
+2% +$18.3K ﹤0.01% 1432
2025
Q2 		$1.01M Buy
50,245
+37,121
+283% +$721K ﹤0.01% 1353
2025
Q1 		$259K Buy
13,124
+237
+2% +$4.66K ﹤0.01% 2018
2024
Q4 		$244K Sell
12,887
-247
-2% -$4.89K ﹤0.01% 2030
2024
Q3 		$268K Buy
13,134
+2,075
+19% +$41.4K ﹤0.01% 1947
2024
Q2 		$209K Sell
11,059
-12,167
-52% -$237K ﹤0.01% 2015
2024
Q1 		$472K Buy
23,226
+3,479
+18% +$70.4K ﹤0.01% 1513
2023
Q4 		$415K Sell
19,747
-8,302
-30% -$163K ﹤0.01% 1881
2023
Q3 		$543K Sell
28,049
-1,068
-4% -$21.7K ﹤0.01% 1603
2023
Q2 		$565K Sell
29,117
-50
-0.2% -$888 ﹤0.01% 1558
2023
Q1 		$516K Sell
29,167
-4,988
-15% -$96.3K ﹤0.01% 1388
2022
Q4 		$626K Buy
34,155
+6,204
+22% +$124K ﹤0.01% 1218
2022
Q3 		$509K Buy
+27,951
New +$633K ﹤0.01% 1237

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

CAPTRUST Financial Advisors's STWD Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Starwood Property Trust (STWD) stake by 6.3% in Q2 2026, selling an estimated $27.1K and leaving 23,221 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

CAPTRUST Financial Advisors first reported a position in STWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.01M in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • CAPTRUST Financial Advisors held 23,221 shares of Starwood Property Trust worth $380K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,560 Starwood Property Trust shares in Q2 2026, an estimated $27.1K.
  • Starwood Property Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2392 holding.
  • CAPTRUST Financial Advisors first reported a position in Starwood Property Trust in Q3 2022 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Starwood Property Trust position peaked at $1.01M in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.