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Carson Advisory’s Starwood Property Trust STWD Stock Holding History

Carson Advisory’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 		$653K Sell
39,857
-600
-1% -$10.4K 0.3% 79
2026
Q1 		$697K Hold
40,457
– – 0.36% 65
2025
Q4 		$729K Sell
40,457
-1,700
-4% -$31.3K 0.38% 64
2025
Q3 		$817K Hold
42,157
– – 0.44% 54
2025
Q2 		$846K Sell
42,157
-400
-0.9% -$7.77K 0.54% 54
2025
Q1 		$841K Hold
42,557
– – 0.57% 48
2024
Q4 		$806K Sell
42,557
-500
-1% -$9.91K 0.56% 53
2024
Q3 		$878K Sell
43,057
-1,500
-3% -$29.9K 0.55% 49
2024
Q2 		$844K Sell
44,557
-250
-0.6% -$4.87K 0.59% 43
2024
Q1 		$911K Hold
44,807
– – 0.64% 42
2023
Q4 		$942K Buy
44,807
+1,057
+2% +$20.8K 0.73% 36
2023
Q3 		$847K Sell
43,750
-450
-1% -$9.13K 0.74% 37
2023
Q2 		$857K Buy
44,200
+3,150
+8% +$56K 0.72% 39
2023
Q1 		$726K Buy
41,050
+950
+2% +$18.3K 0.65% 45
2022
Q4 		$735K Buy
40,100
+200
+0.5% +$3.98K 0.71% 41
2022
Q3 		$727K Buy
39,900
+3,700
+10% +$83.8K 0.81% 37
2022
Q2 		$756K Buy
36,200
+600
+2% +$13.8K 0.84% 36
2022
Q1 		$860K Sell
35,600
-1,900
-5% -$45.9K 0.86% 31
2021
Q4 		$911K Buy
+37,500
New +$946K 0.92% 32

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

Carson Advisory's STWD Position: Q2 2026 in Review

Carson Advisory reduced its Starwood Property Trust (STWD) stake by 1.5% in Q2 2026, selling an estimated $10.4K and leaving 39,857 shares worth $653K. The position accounts for 0.3% of the portfolio, ranked #79.

Carson Advisory first reported a position in STWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $942K in Q4 2023. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Carson Advisory held 39,857 shares of Starwood Property Trust worth $653K as of Q2 2026.
  • Carson Advisory sold 600 Starwood Property Trust shares in Q2 2026, an estimated $10.4K.
  • Starwood Property Trust made up 0.3% of Carson Advisory's portfolio in Q2 2026, its #79 holding.
  • Carson Advisory first reported a position in Starwood Property Trust in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Starwood Property Trust position peaked at $942K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.