Corient Private Wealth
STWD icon

Corient Private Wealth’s Starwood Property Trust STWD Stock Holding History

Corient Private Wealth’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 		$2.84M Sell
173,545
-120,846
-41% -$2.1M ﹤0.01% 1158
2026
Q1 		$4.86M Buy
294,391
+94,987
+48% +$1.71M 0.01% 855
2025
Q4 		$3.59M Sell
199,404
-16,264
-8% -$299K ﹤0.01% 886
2025
Q3 		$4.18M Buy
215,668
+59,169
+38% +$1.19M 0.01% 774
2025
Q2 		$3.14M Buy
156,499
+8,280
+6% +$161K ﹤0.01% 857
2025
Q1 		$2.93M Sell
148,219
-3,294
-2% -$64.7K ﹤0.01% 846
2024
Q4 		$2.65M Sell
151,513
-10,016
-6% -$198K ﹤0.01% 895
2024
Q3 		$3.29M Buy
161,529
+5,641
+4% +$113K 0.01% 892
2024
Q2 		$2.95M Sell
155,888
-5,394
-3% -$105K 0.01% 875
2024
Q1 		$3.28M Sell
161,282
-89,872
-36% -$1.82M 0.01% 827
2023
Q4 		$5.28M Buy
251,154
+63,939
+34% +$1.26M 0.01% 688
2023
Q3 		$3.62M Sell
187,215
-407
-0.2% -$8.25K 0.01% 720
2023
Q2 		$3.64M Sell
187,622
-3,568
-2% -$63.4K 0.01% 722
2023
Q1 		$3.38M Buy
191,190
+10,563
+6% +$204K 0.01% 697
2022
Q4 		$3.31M Buy
+180,627
New +$3.6M 0.01% 587

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

Corient Private Wealth's STWD Position: Q2 2026 in Review

Corient Private Wealth reduced its Starwood Property Trust (STWD) stake by 41% in Q2 2026, selling an estimated $2.1M and leaving 173,545 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Corient Private Wealth first reported a position in STWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.28M in Q4 2023. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Corient Private Wealth held 173,545 shares of Starwood Property Trust worth $2.84M as of Q2 2026.
  • Corient Private Wealth sold 120,846 Starwood Property Trust shares in Q2 2026, an estimated $2.1M.
  • Starwood Property Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1158 holding.
  • Corient Private Wealth first reported a position in Starwood Property Trust in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Starwood Property Trust position peaked at $5.28M in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.