CPG
STWD icon

Cornerstone Planning Group’s Starwood Property Trust STWD Stock Holding History

Cornerstone Planning Group’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 		$12.1K Buy
734
+20
+3% +$348 ﹤0.01% 832
2026
Q1 		$13K Buy
714
+18
+3% +$323 ﹤0.01% 823
2025
Q4 		$12.7K Buy
696
+628
+924% +$11.6K ﹤0.01% 729
2025
Q3 		$7.83K Sell
68
-662
-91% -$13.3K ﹤0.01% 832
2025
Q2 		$14.3K Sell
730
-469
-39% -$9.11K ﹤0.01% 482
2025
Q1 		$22.6K Buy
1,199
+29
+2% +$570 0.01% 385
2024
Q4 		$22.7K Sell
1,170
-779
-40% -$15.4K 0.01% 289
2024
Q3 		$38.8K Buy
1,949
+43
+2% +$858 0.01% 217
2024
Q2 		$35.9K Buy
1,906
+698
+58% +$13.6K 0.01% 239
2024
Q1 		$23.5K Buy
1,208
+40
+3% +$810 0.01% 272
2023
Q4 		$24.5K Buy
1,168
+10
+0.9% +$196 0.01% 290
2023
Q3 		$22.4K Buy
1,158
+760
+191% +$15.4K 0.01% 294
2023
Q2 		$7.73K Buy
+398
New +$7.07K ﹤0.01% 755
2022
Q4 		$7.67K Buy
+387
New +$7.71K ﹤0.01% 727

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

Cornerstone Planning Group's STWD Position: Q2 2026 in Review

Cornerstone Planning Group increased its Starwood Property Trust (STWD) stake by 2.8% in Q2 2026, buying an estimated $348 and bringing the position to 734 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Cornerstone Planning Group first reported a position in STWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.8K in Q3 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Cornerstone Planning Group held 734 shares of Starwood Property Trust worth $12.1K as of Q2 2026.
  • Cornerstone Planning Group bought 20 Starwood Property Trust shares in Q2 2026, an estimated $348.
  • Starwood Property Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #832 holding.
  • Cornerstone Planning Group first reported a position in Starwood Property Trust in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Starwood Property Trust position peaked at $38.8K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.