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Center for Financial Planning’s Starwood Property Trust STWD Stock Holding History

Center for Financial Planning’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 		$13.2K Hold
805
– – ﹤0.01% 472
2026
Q1 		$13.9K Hold
805
– – ﹤0.01% 455
2025
Q4 		$14.5K Hold
805
– – ﹤0.01% 447
2025
Q3 		$15.6K Hold
805
– – ﹤0.01% 450
2025
Q2 		$16.2K Sell
805
-352
-30% -$6.84K ﹤0.01% 412
2025
Q1 		$22.9K Hold
1,157
– – ﹤0.01% 376
2024
Q4 		$21.9K Hold
1,157
– – ﹤0.01% 340
2024
Q3 		$23.6K Hold
1,157
– – ﹤0.01% 322
2024
Q2 		$21.9K Buy
1,157
+230
+25% +$4.48K ﹤0.01% 317
2024
Q1 		$18.8K Buy
+927
New +$18.8K ﹤0.01% 334
2020
Q4 		– Sell
-620
Closed -$9K – 486
2020
Q3 		$9K Buy
+620
New +$9.47K ﹤0.01% 322

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

Center for Financial Planning's STWD Position: Q2 2026 in Review

Center for Financial Planning held its Starwood Property Trust (STWD) position steady in Q2 2026 at 805 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Center for Financial Planning first reported a position in STWD in Q3 2020 and has held it in 11 quarters since. The position peaked at $23.6K in Q3 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Center for Financial Planning held 805 shares of Starwood Property Trust worth $13.2K as of Q2 2026.
  • Center for Financial Planning left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #472 holding.
  • Center for Financial Planning first reported a position in Starwood Property Trust in Q3 2020 and has held it in 11 quarters since.
  • Center for Financial Planning's Starwood Property Trust position peaked at $23.6K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.