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Cary Street Partners Investment Advisory’s Starwood Property Trust STWD Stock Holding History

Cary Street Partners Investment 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 		$12.3K Sell
750
-232
-24% -$4.04K ﹤0.01% 683
2026
Q1 		$16.9K Buy
982
+184
+23% +$3.3K ﹤0.01% 614
2025
Q4 		$14.4K Buy
798
+22
+3% +$405 ﹤0.01% 601
2025
Q3 		$15K Sell
776
-113
-13% -$2.27K 0.01% 527
2025
Q2 		$17.8K Sell
889
-9
-1% -$175 0.01% 494
2025
Q1 		$17.8K Buy
898
+88
+11% +$1.73K 0.01% 450
2024
Q4 		$15.3K Sell
810
-32,320
-98% -$640K 0.01% 419
2024
Q3 		$675K Hold
33,130
– – 0.02% 437
2024
Q2 		$627K Hold
33,130
– – 0.03% 421
2024
Q1 		$674K Buy
+33,130
New +$671K 0.03% 392
2023
Q4 		– Sell
-8,400
Closed -$163K – 1670
2023
Q3 		$163K Sell
8,400
-145
-2% -$2.94K 0.01% 601
2023
Q2 		$166K Hold
8,545
– – 0.01% 555
2023
Q1 		$151K Hold
8,545
– – 0.01% 519
2022
Q4 		$157K Buy
+8,545
New +$170K 0.01% 509
2022
Q2 		– Sell
-9,245
Closed -$228K – 563
2022
Q1 		$228K Hold
9,245
– – 0.06% 249
2021
Q4 		$225K Buy
9,245
+500
+6% +$12.6K 0.06% 240
2021
Q3 		$213K Hold
8,745
– – 0.07% 230
2021
Q2 		$229K Buy
+8,745
New +$223K 0.07% 219
2021
Q1 		– Sell
-12,480
Closed -$241K – 406
2020
Q4 		$241K Buy
12,480
+2,435
+24% +$41.4K 0.05% 291
2020
Q3 		$152K Buy
+10,045
New +$153K 0.03% 303
2020
Q1 		– Sell
-9,245
Closed -$230K – 124
2019
Q4 		$230K Buy
+9,245
New +$226K 0.25% 103

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

Cary Street Partners Investment Advisory's STWD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Starwood Property Trust (STWD) stake by 24% in Q2 2026, selling an estimated $4.04K and leaving 750 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Cary Street Partners Investment Advisory first reported a position in STWD in Q4 2019 and has held it in 21 quarters since. The position peaked at $675K in Q3 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Cary Street Partners Investment Advisory held 750 shares of Starwood Property Trust worth $12.3K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 232 Starwood Property Trust shares in Q2 2026, an estimated $4.04K.
  • Starwood Property Trust made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #683 holding.
  • Cary Street Partners Investment Advisory first reported a position in Starwood Property Trust in Q4 2019 and has held it in 21 quarters since.
  • Cary Street Partners Investment Advisory's Starwood Property Trust position peaked at $675K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.