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
Q3 		$317K Buy
23,498
+277
+1% +$4.42K ﹤0.01% 2611
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

CAPTRUST Financial Advisors's STWD Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Starwood Property Trust (STWD) stake by 1.2% in Q3 2026, buying an estimated $4.42K and bringing the position to 23,498 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

CAPTRUST Financial Advisors first reported a position in STWD in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q2 2025. 353 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • CAPTRUST Financial Advisors held 23,498 shares of Starwood Property Trust worth $317K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 277 Starwood Property Trust shares in Q3 2026, an estimated $4.42K.
  • Starwood Property Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2611 holding.
  • CAPTRUST Financial Advisors first reported a position in Starwood Property Trust in Q3 2022 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Starwood Property Trust position peaked at $1.01M in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.