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CreativeOne Wealth’s Starwood Property Trust STWD Stock Holding History

CreativeOne 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 		$420K Sell
25,657
-1,992
-7% -$34.7K 0.01% 855
2026
Q1 		$476K Sell
27,649
-2,416
-8% -$43.4K 0.01% 824
2025
Q4 		$541K Sell
30,065
-11,869
-28% -$218K 0.01% 764
2025
Q3 		$812K Sell
41,934
-43,925
-51% -$884K 0.02% 620
2025
Q2 		$1.72M Sell
85,859
-16,820
-16% -$327K 0.05% 381
2025
Q1 		$2.03M Sell
102,679
-9,743
-9% -$191K 0.06% 304
2024
Q4 		$2.13M Buy
+112,422
New +$2.23M 0.07% 278

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

CreativeOne Wealth's STWD Position: Q2 2026 in Review

CreativeOne Wealth reduced its Starwood Property Trust (STWD) stake by 7.2% in Q2 2026, selling an estimated $34.7K and leaving 25,657 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #855.

CreativeOne Wealth first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13M in Q4 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • CreativeOne Wealth held 25,657 shares of Starwood Property Trust worth $420K as of Q2 2026.
  • CreativeOne Wealth sold 1,992 Starwood Property Trust shares in Q2 2026, an estimated $34.7K.
  • Starwood Property Trust made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #855 holding.
  • CreativeOne Wealth first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
  • CreativeOne Wealth's Starwood Property Trust position peaked at $2.13M in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.