Diversify Advisory Services’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
Q2
$1.59M Buy
95,758
+26,366
+38% +$459K 0.03% 491
2026
Q1
$1.25M Sell
69,392
-14,800
-18% -$266K 0.19% 55
2025
Q4
$1.56M Buy
84,192
+15,381
+22% +$283K 0.05% 264
2025
Q3
$1.25M Buy
68,811
+2,369
+4% +$47.7K 0.04% 311
2025
Q2
$1.32M Buy
66,442
+30,976
+87% +$602K 0.05% 267
2025
Q1
$681K Sell
35,466
-3,469
-9% -$68.2K 0.04% 287
2024
Q4
$717K Buy
38,935
+269
+0.7% +$5.33K 0.04% 292
2024
Q3
$768K Sell
38,666
-4,398
-10% -$87.8K 0.04% 298
2024
Q2
$822K Buy
43,064
+501
+1% +$9.76K 0.05% 284
2024
Q1
$851K Buy
+42,563
New +$862K 0.05% 293

Other funds holding STWD

Diversify Advisory Services's STWD Position: Q2 2026 in Review

Diversify Advisory Services increased its Starwood Property Trust (STWD) stake by 38% in Q2 2026, buying an estimated $459K and bringing the position to 95,758 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #491.

Diversify Advisory Services first reported a position in STWD in Q1 2024 and has held it in 10 quarters since. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Diversify Advisory Services held 95,758 shares of Starwood Property Trust worth $1.59M as of Q2 2026.
  • Diversify Advisory Services bought 26,366 Starwood Property Trust shares in Q2 2026, an estimated $459K.
  • Starwood Property Trust made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #491 holding.
  • Diversify Advisory Services first reported a position in Starwood Property Trust in Q1 2024 and has held it in 10 quarters since.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.