EWA
STWD icon

EverSource Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

EverSource Wealth Advisors’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 		$58.4K Sell
3,566
-1,587
-31% -$27.6K ﹤0.01% 1675
2026
Q1 		$88.7K Buy
5,153
+281
+6% +$5.04K ﹤0.01% 1507
2025
Q4 		$87.7K Hold
4,872
– – ﹤0.01% 1392
2025
Q3 		$94.4K Sell
4,872
-663
-12% -$13.3K ﹤0.01% 1314
2025
Q2 		$111K Buy
5,535
+1,657
+43% +$32.2K 0.01% 1144
2025
Q1 		$76.7K Sell
3,878
-195
-5% -$3.83K ﹤0.01% 1018
2024
Q4 		$77.2K Buy
4,073
+284
+7% +$5.63K ﹤0.01% 1000
2024
Q3 		$77.2K Sell
3,789
-27
-0.7% -$539 ﹤0.01% 885
2024
Q2 		$76.1K Sell
3,816
-548
-13% -$10.7K 0.01% 907
2024
Q1 		$82.8K Sell
4,364
-293
-6% -$5.93K 0.01% 781
2023
Q4 		$97.9K Sell
4,657
-111
-2% -$2.18K 0.01% 643
2023
Q3 		$92.3K Sell
4,768
-20
-0.4% -$406 0.01% 594
2023
Q2 		$92.9K Buy
4,788
+1,273
+36% +$22.6K 0.01% 605
2023
Q1 		$62.2K Buy
3,515
+143
+4% +$2.76K 0.01% 709
2022
Q4 		$61.8K Sell
3,372
-664
-16% -$13.2K 0.01% 675
2022
Q3 		$74K Buy
+4,036
New +$91.4K 0.02% 525

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

EverSource Wealth Advisors's STWD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 31% in Q2 2026, selling an estimated $27.6K and leaving 3,566 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

EverSource Wealth Advisors first reported a position in STWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $111K in Q2 2025. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • EverSource Wealth Advisors held 3,566 shares of Starwood Property Trust worth $58.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,587 Starwood Property Trust shares in Q2 2026, an estimated $27.6K.
  • Starwood Property Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1675 holding.
  • EverSource Wealth Advisors first reported a position in Starwood Property Trust in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Starwood Property Trust position peaked at $111K in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.