CapWealth Advisors’s Starwood Property Trust STWD Stock Holding History

CapWealth 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	$16M	Buy	976,892 +103,189	+12%	+$1.8M	1.1%	39
2026 Q1	$15M	Buy	+873,703	New	+$15.7M	1.12%	39
2023 Q1	–	Sell	-1,187,000	Closed	-$21.8M	–	110
2022 Q4	$21.8M	Buy	1,187,000 +5,928	+0.5%	+$118K	2.56%	14
2022 Q3	$21.5M	Buy	1,181,072 +2,276	+0.2%	+$51.5K	2.84%	9
2022 Q2	$24.6M	Buy	1,178,796 +35,399	+3%	+$814K	2.97%	9
2022 Q1	$27.6M	Sell	1,143,397 -1,842	-0.2%	-$44.5K	2.83%	7
2021 Q4	$27.8M	Buy	1,145,239 +6,538	+0.6%	+$165K	2.83%	6
2021 Q3	$27.8M	Buy	1,138,701 +24,072	+2%	+$616K	3.04%	4
2021 Q2	$29.2M	Sell	1,114,629 -2,278	-0.2%	-$58K	3.17%	4
2021 Q1	$27.6M	Buy	1,116,907 +149,497	+15%	+$3.24M	3.14%	5
2020 Q4	$18.7M	Buy	967,410 +3,343	+0.3%	+$56.9K	2.23%	14
2020 Q3	$14.5M	Buy	964,067 +10,945	+1%	+$167K	1.94%	20
2020 Q2	$14.3M	Buy	+953,122	New	+$12.8M	2.02%	18

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CapWealth Advisors's STWD Position: Q2 2026 in Review

CapWealth Advisors increased its Starwood Property Trust (STWD) stake by 12% in Q2 2026, buying an estimated $1.8M and bringing the position to 976,892 shares worth $16M. The position accounts for 1.1% of the portfolio, ranked #39.

CapWealth Advisors first reported a position in STWD in Q2 2020 and has held it in 13 quarters since. The position peaked at $29.2M in Q2 2021. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

CapWealth Advisors held 976,892 shares of Starwood Property Trust worth $16M as of Q2 2026.
CapWealth Advisors bought 103,189 Starwood Property Trust shares in Q2 2026, an estimated $1.8M.
Starwood Property Trust made up 1.1% of CapWealth Advisors's portfolio in Q2 2026, its #39 holding.
CapWealth Advisors first reported a position in Starwood Property Trust in Q2 2020 and has held it in 13 quarters since.
CapWealth Advisors's Starwood Property Trust position peaked at $29.2M in Q2 2021.
517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.