EFS
STWD icon

Essex Financial Services’s Starwood Property Trust STWD Stock Holding History

Essex Financial Services’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 		$242K Buy
14,780
+138
+0.9% +$2.4K 0.01% 720
2026
Q1 		$252K Sell
14,642
-129
-0.9% -$2.32K 0.01% 669
2025
Q4 		$266K Sell
14,771
-2,870
-16% -$52.8K 0.02% 649
2025
Q3 		$342K Buy
17,641
+4,930
+39% +$99.3K 0.02% 537
2025
Q2 		$255K Buy
12,711
+1,277
+11% +$24.8K 0.02% 591
2025
Q1 		$226K Buy
11,434
+247
+2% +$4.85K 0.02% 571
2024
Q4 		$212K Sell
11,187
-4,340
-28% -$86K 0.02% 592
2024
Q3 		$308K Sell
15,527
-130
-0.8% -$2.6K 0.02% 490
2024
Q2 		$306K Buy
+15,657
New +$305K 0.02% 467
2022
Q3 		– Sell
-11,959
Closed -$250K – 487
2022
Q2 		$250K Buy
11,959
+261
+2% +$6K 0.03% 409
2022
Q1 		$283K Buy
11,698
+760
+7% +$18.4K 0.03% 391
2021
Q4 		$266K Buy
+10,938
New +$276K 0.03% 393
2020
Q3 		– Sell
-10,316
Closed -$154K – 290
2020
Q2 		$154K Buy
10,316
+16
+0.2% +$215 0.05% 239
2020
Q1 		$106K Sell
10,300
-3,000
-23% -$65.7K 0.04% 238
2019
Q4 		$331K Hold
13,300
– – 0.09% 194
2019
Q3 		$322K Buy
13,300
+800
+6% +$18.9K 0.1% 175
2019
Q2 		$284K Buy
12,500
+500
+4% +$11.3K 0.08% 188
2019
Q1 		$268K Buy
12,000
+900
+8% +$19.6K 0.08% 187
2018
Q4 		$219K Hold
11,100
– – 0.07% 221
2018
Q3 		$239K Buy
+11,100
New +$246K 0.05% 250

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Essex Financial Services's STWD Position: Q2 2026 in Review

Essex Financial Services increased its Starwood Property Trust (STWD) stake by 0.94% in Q2 2026, buying an estimated $2.4K and bringing the position to 14,780 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #720.

Essex Financial Services first reported a position in STWD in Q3 2018 and has held it in 20 quarters since. The position peaked at $342K in Q3 2025. 315 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Essex Financial Services held 14,780 shares of Starwood Property Trust worth $242K as of Q2 2026.
  • Essex Financial Services bought 138 Starwood Property Trust shares in Q2 2026, an estimated $2.4K.
  • Starwood Property Trust made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #720 holding.
  • Essex Financial Services first reported a position in Starwood Property Trust in Q3 2018 and has held it in 20 quarters since.
  • Essex Financial Services's Starwood Property Trust position peaked at $342K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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