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 $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

Creative Planning's STWD Position: Q2 2026 in Review

Creative Planning reduced its Starwood Property Trust (STWD) stake by 12% in Q2 2026, selling an estimated $345K and leaving 146,168 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Creative Planning first reported a position in STWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.91M in Q3 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Creative Planning held 146,168 shares of Starwood Property Trust worth $2.39M as of Q2 2026.
  • Creative Planning sold 19,803 Starwood Property Trust shares in Q2 2026, an estimated $345K.
  • Starwood Property Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1942 holding.
  • Creative Planning first reported a position in Starwood Property Trust in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Starwood Property Trust position peaked at $2.91M in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.