Carnegie Lake Advisors’s Starwood Property Trust STWD Stock Holding History

Carnegie Lake 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	$1.04M	Sell	63,619 -1,074	-2%	-$18.7K	0.39%	68
2026 Q1	$1.11M	Sell	64,693 -8,206	-11%	-$147K	0.44%	53
2025 Q4	$1.31M	Sell	72,899 -2,520	-3%	-$46.3K	0.5%	51
2025 Q3	$1.46M	Sell	75,419 -200	-0.3%	-$4.03K	0.56%	48
2025 Q2	$1.52M	Sell	75,619 -250	-0.3%	-$4.86K	0.6%	45
2025 Q1	$1.5M	Buy	75,869 +600	+0.8%	+$11.8K	0.61%	44
2024 Q4	$1.43M	Buy	75,269 +480	+0.6%	+$9.51K	0.58%	47
2024 Q3	$1.52M	Buy	+74,789	New	+$1.49M	0.6%	43

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 $104B AUM 28.3% 1-Year Est. Return

Carnegie Lake Advisors's STWD Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its Starwood Property Trust (STWD) stake by 1.7% in Q2 2026, selling an estimated $18.7K and leaving 63,619 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #68.

Carnegie Lake Advisors first reported a position in STWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q3 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Carnegie Lake Advisors held 63,619 shares of Starwood Property Trust worth $1.04M as of Q2 2026.
Carnegie Lake Advisors sold 1,074 Starwood Property Trust shares in Q2 2026, an estimated $18.7K.
Starwood Property Trust made up 0.39% of Carnegie Lake Advisors's portfolio in Q2 2026, its #68 holding.
Carnegie Lake Advisors first reported a position in Starwood Property Trust in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Starwood Property Trust position peaked at $1.52M in Q3 2024.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.