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Clearstead Advisors’s Starwood Property Trust STWD Stock Holding History

Clearstead 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 		$1.03M Sell
62,695
-2,810
-4% -$48.9K 0.01% 543
2026
Q1 		$1.13M Buy
65,505
+16,243
+33% +$292K 0.01% 485
2025
Q4 		$887K Sell
49,262
-4,792
-9% -$88.1K 0.01% 510
2025
Q3 		$1.05M Buy
54,054
+53,070
+5,393% +$1.07M 0.01% 453
2025
Q2 		$19.7K Buy
984
+848
+624% +$16.5K ﹤0.01% 1628
2025
Q1 		$2.69K Hold
136
– – ﹤0.01% 1843
2024
Q4 		$2.58K Hold
136
– – ﹤0.01% 1813
2024
Q3 		$2.77K Sell
136
-1,000
-88% -$20K ﹤0.01% 1801
2024
Q2 		$21.5K Buy
1,136
+136
+14% +$2.65K ﹤0.01% 1361
2024
Q1 		$20.3K Buy
+1,000
New +$20.2K ﹤0.01% 943

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

Clearstead Advisors's STWD Position: Q2 2026 in Review

Clearstead Advisors reduced its Starwood Property Trust (STWD) stake by 4.3% in Q2 2026, selling an estimated $48.9K and leaving 62,695 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #543.

Clearstead Advisors first reported a position in STWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Clearstead Advisors held 62,695 shares of Starwood Property Trust worth $1.03M as of Q2 2026.
  • Clearstead Advisors sold 2,810 Starwood Property Trust shares in Q2 2026, an estimated $48.9K.
  • Starwood Property Trust made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #543 holding.
  • Clearstead Advisors first reported a position in Starwood Property Trust in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Starwood Property Trust position peaked at $1.13M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.