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Concurrent Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Concurrent Investment 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 		$4.51M Buy
275,305
+37,647
+16% +$655K 0.04% 457
2026
Q1 		$4.09M Buy
237,658
+26,959
+13% +$484K 0.04% 402
2025
Q4 		$3.79M Buy
210,699
+24,669
+13% +$454K 0.04% 395
2025
Q3 		$3.6M Buy
186,030
+19,451
+12% +$392K 0.06% 308
2025
Q2 		$3.34M Buy
166,579
+18,049
+12% +$351K 0.06% 301
2025
Q1 		$2.94M Buy
148,530
+10,720
+8% +$211K 0.07% 287
2024
Q4 		$2.61M Buy
137,810
+5,868
+4% +$116K 0.07% 266
2024
Q3 		$2.69M Sell
131,942
-935
-0.7% -$18.7K 0.08% 242
2024
Q2 		$2.52M Buy
132,877
+2,372
+2% +$46.2K 0.08% 230
2024
Q1 		$2.65M Sell
130,505
-1,367
-1% -$27.7K 0.11% 198
2023
Q4 		$2.77M Buy
+131,872
New +$2.59M 0.13% 169

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's STWD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Starwood Property Trust (STWD) stake by 16% in Q2 2026, buying an estimated $655K and bringing the position to 275,305 shares worth $4.51M. The position accounts for 0.04% of the portfolio, ranked #457.

Concurrent Investment Advisors first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Concurrent Investment Advisors held 275,305 shares of Starwood Property Trust worth $4.51M as of Q2 2026.
  • Concurrent Investment Advisors bought 37,647 Starwood Property Trust shares in Q2 2026, an estimated $655K.
  • Starwood Property Trust made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #457 holding.
  • Concurrent Investment Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.