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Cassaday & Co Wealth Management’s Starwood Property Trust STWD Stock Holding History

Cassaday & Co Wealth Management’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 		$19.2K Buy
1,172
+31
+3% +$539 ﹤0.01% 778
2026
Q1 		$19.7K Buy
+1,141
New +$20.5K ﹤0.01% 787

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

Cassaday & Co Wealth Management's STWD Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Starwood Property Trust (STWD) stake by 2.7% in Q2 2026, buying an estimated $539 and bringing the position to 1,172 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Cassaday & Co Wealth Management first reported a position in STWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.7K in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,172 shares of Starwood Property Trust worth $19.2K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 31 Starwood Property Trust shares in Q2 2026, an estimated $539.
  • Starwood Property Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #778 holding.
  • Cassaday & Co Wealth Management first reported a position in Starwood Property Trust in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Starwood Property Trust position peaked at $19.7K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.