DWM
STWD icon

Diversify Wealth Management’s Starwood Property Trust STWD Stock Holding History

Diversify Wealth Management’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 		$1.59M Buy
95,758
+11,400
+14% +$198K 0.03% 491
2026
Q1 		$1.52M Buy
+84,358
New +$1.51M 0.03% 462

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 $103B AUM 28.65% 1-Year Est. Return

Diversify Wealth Management's STWD Position: Q2 2026 in Review

Diversify Wealth Management increased its Starwood Property Trust (STWD) stake by 14% in Q2 2026, buying an estimated $198K and bringing the position to 95,758 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #491.

Diversify Wealth Management first reported a position in STWD in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Diversify Wealth Management held 95,758 shares of Starwood Property Trust worth $1.59M as of Q2 2026.
  • Diversify Wealth Management bought 11,400 Starwood Property Trust shares in Q2 2026, an estimated $198K.
  • Starwood Property Trust made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Diversify Wealth Management first reported a position in Starwood Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.