Creative Planning
STWD icon

Creative Planning’s Starwood Property Trust STWD Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-3,000
Closed -$14K – 2716
2020
Q4 		$14K Buy
+3,000
New +$51K ﹤0.01% 2210
2020
Q3 		– Sell
-5,000
Closed -$5K – 2261
2020
Q2 		$5K Buy
+5,000
New +$67.3K ﹤0.01% 1915

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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.