Creative Planning’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.86M | Buy |
165,971
+33,383
| +25% | +$599K | ﹤0.01% | 1613 |
|
|
2025
Q4 | $2.39M | Sell |
132,588
-17,753
| -12% | -$327K | ﹤0.01% | 1588 |
|
|
2025
Q3 | $2.91M | Buy |
150,341
+103,559
| +221% | +$2.08M | ﹤0.01% | 1249 |
|
|
2025
Q2 | $939K | Buy |
46,782
+7,142
| +18% | +$139K | ﹤0.01% | 1913 |
|
|
2025
Q1 | $784K | Sell |
39,640
-5,523
| -12% | -$109K | ﹤0.01% | 1913 |
|
|
2024
Q4 | $856K | Sell |
45,163
-8,278
| -15% | -$164K | ﹤0.01% | 1758 |
|
|
2024
Q3 | $1.09M | Buy |
53,441
+21,440
| +67% | +$428K | ﹤0.01% | 1454 |
|
|
2024
Q2 | $606K | Sell |
32,001
-20,206
| -39% | -$394K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $1.06M | Buy |
52,207
+13,864
| +36% | +$281K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $806K | Buy |
38,343
+8,118
| +27% | +$159K | ﹤0.01% | 1364 |
|
|
2023
Q3 | $585K | Sell |
30,225
-181
| -0.6% | -$3.67K | ﹤0.01% | 1464 |
|
|
2023
Q2 | $590K | Sell |
30,406
-24
| -0.1% | -$426 | ﹤0.01% | 1447 |
|
|
2023
Q1 | $538K | Sell |
30,430
-1,092
| -3% | -$21.1K | ﹤0.01% | 1419 |
|
|
2022
Q4 | $578K | Sell |
31,522
-2,685
| -8% | -$53.5K | ﹤0.01% | 1351 |
|
|
2022
Q3 | $623K | Sell |
34,207
-7,091
| -17% | -$161K | ﹤0.01% | 1193 |
|
|
2022
Q2 | $863K | Buy |
41,298
+1,633
| +4% | +$37.6K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $959K | Buy |
39,665
+92
| +0.2% | +$2.22K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $962K | Sell |
39,573
-38,526
| -49% | -$971K | ﹤0.01% | 980 |
|
|
2021
Q3 | $1.91M | Sell |
78,099
-32,066
| -29% | -$820K | ﹤0.01% | 701 |
|
|
2021
Q2 | $2.88M | Buy |
110,165
+11,121
| +11% | +$283K | 0.01% | 557 |
|
|
2021
Q1 | $2.45M | Buy |
99,044
+1,219
| +1% | +$26.4K | ﹤0.01% | 640 |
|
|
2020
Q4 | $1.89M | Buy |
97,825
+15,358
| +19% | +$261K | ﹤0.01% | 690 |
|
|
2020
Q3 | $1.24M | Buy |
82,467
+18,038
| +28% | +$275K | ﹤0.01% | 725 |
|
|
2020
Q2 | $964K | Buy |
64,429
+5,013
| +8% | +$67.5K | ﹤0.01% | 753 |
|
|
2020
Q1 | $609K | Buy |
59,416
+11,140
| +23% | +$244K | ﹤0.01% | 853 |
|
|
2019
Q4 | $1.2M | Sell |
48,276
-2,658
| -5% | -$65K | ﹤0.01% | 710 |
|
|
2019
Q3 | $1.23M | Buy |
50,934
+4,409
| +9% | +$104K | ﹤0.01% | 663 |
|
|
2019
Q2 | $1.06M | Sell |
46,525
-1,432
| -3% | -$32.5K | ﹤0.01% | 740 |
|
|
2019
Q1 | $1.07M | Buy |
47,957
+9,564
| +25% | +$209K | ﹤0.01% | 711 |
|
|
2018
Q4 | $757K | Buy |
38,393
+5,235
| +16% | +$113K | ﹤0.01% | 780 |
|
|
2018
Q3 | $714K | Buy |
33,158
+949
| +3% | +$21K | ﹤0.01% | 908 |
|
|
2018
Q2 | $699K | Buy |
32,209
+2,262
| +8% | +$48.7K | ﹤0.01% | 914 |
|
|
2018
Q1 | $627K | Sell |
29,947
-1,760
| -6% | -$36.4K | ﹤0.01% | 970 |
|
|
2017
Q4 | $677K | Buy |
31,707
+5,396
| +21% | +$117K | ﹤0.01% | 908 |
|
|
2017
Q3 | $571K | Sell |
26,311
-4,866
| -16% | -$107K | ﹤0.01% | 982 |
|
|
2017
Q2 | $698K | Buy |
31,177
+9,168
| +42% | +$205K | ﹤0.01% | 851 |
|
|
2017
Q1 | $497K | Buy |
22,009
+1,255
| +6% | +$28.3K | ﹤0.01% | 996 |
|
|
2016
Q4 | $456K | Sell |
20,754
-1,201
| -5% | -$26.5K | ﹤0.01% | 963 |
|
|
2016
Q3 | $494K | Buy |
21,955
+6,598
| +43% | +$146K | ﹤0.01% | 899 |
|
|
2016
Q2 | $318K | Sell |
15,357
-4,145
| -21% | -$82.6K | ﹤0.01% | 1008 |
|
|
2016
Q1 | $369K | Buy |
19,502
+5,423
| +39% | +$101K | ﹤0.01% | 886 |
|
|
2015
Q4 | $289K | Sell |
14,079
-1,047
| -7% | -$21.5K | ﹤0.01% | 1005 |
|
|
2015
Q3 | $310K | Buy |
15,126
+1,372
| +10% | +$29.7K | ﹤0.01% | 954 |
|
|
2015
Q2 | $297K | Buy |
13,754
+1,789
| +15% | +$42.4K | ﹤0.01% | 798 |
|
|
2015
Q1 | $291K | Buy |
11,965
+2,273
| +23% | +$54.7K | ﹤0.01% | 1012 |
|
|
2014
Q4 | $225K | Buy |
9,692
+4,802
| +98% | +$110K | ﹤0.01% | 1062 |
|
|
2014
Q3 | $107K | Sell |
4,890
-301
| -6% | -$7.05K | ﹤0.01% | 1428 |
|
|
2014
Q2 | $123K | Buy |
5,191
+1,426
| +38% | +$34K | ﹤0.01% | 1309 |
|
|
2014
Q1 | $89K | Sell |
3,765
-904
| -19% | -$21.5K | ﹤0.01% | 1476 |
|
|
2013
Q4 | $104K | Sell |
4,669
-620
| -12% | -$13.1K | ﹤0.01% | 1176 |
|
|
2013
Q3 | $102K | Buy |
5,289
+4,685
| +776% | +$94.2K | ﹤0.01% | 1108 |
|
|
2013
Q2 | $12K | Buy |
+604
| New | +$12.9K | ﹤0.01% | 2191 |
|
Other funds holding STWD
VCM
VPM
ACM
Creative Planning's STWD Position: Q1 2026 in Review
Creative Planning increased its Starwood Property Trust (STWD) stake by 25% in Q1 2026, buying an estimated $599K and bringing the position to 165,971 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.
Creative Planning first reported a position in STWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.91M in Q3 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.
- Creative Planning held 165,971 shares of Starwood Property Trust worth $2.86M as of Q1 2026.
- Creative Planning bought 33,383 Starwood Property Trust shares in Q1 2026, an estimated $599K.
- Starwood Property Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1613 holding.
- Creative Planning first reported a position in Starwood Property Trust in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Starwood Property Trust position peaked at $2.91M in Q3 2025.
- 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.