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COFG Advisors’s Starwood Property Trust STWD Stock Holding History

COFG 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 		$186K Sell
11,327
-1,094
-9% -$19K 0.03% 314
2026
Q1 		$214K Buy
12,421
+241
+2% +$4.33K 0.05% 230
2025
Q4 		$219K Buy
+12,180
New +$224K 0.05% 213

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

COFG Advisors's STWD Position: Q2 2026 in Review

COFG Advisors reduced its Starwood Property Trust (STWD) stake by 8.8% in Q2 2026, selling an estimated $19K and leaving 11,327 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #314.

COFG Advisors first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • COFG Advisors held 11,327 shares of Starwood Property Trust worth $186K as of Q2 2026.
  • COFG Advisors sold 1,094 Starwood Property Trust shares in Q2 2026, an estimated $19K.
  • Starwood Property Trust made up 0.03% of COFG Advisors's portfolio in Q2 2026, its #314 holding.
  • COFG Advisors first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Starwood Property Trust position peaked at $219K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.