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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Starwood Property Trust STWD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$57.3K Hold
3,500
– – 0.02% 305
2026
Q1 		$60.3K Hold
3,500
– – 0.02% 280
2025
Q4 		$63K Buy
+3,500
New +$64.4K 0.02% 279

Other funds holding STWD

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s STWD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Starwood Property Trust (STWD) position steady in Q2 2026 at 3,500 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #305.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $63K in Q4 2025. 264 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,500 shares of Starwood Property Trust worth $57.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #305 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Starwood Property Trust position peaked at $63K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.