Focus Partners Wealth
STWD icon

Focus Partners Wealth’s Starwood Property Trust STWD Stock Holding History

Focus Partners Wealth’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 		$10.2M Buy
619,689
+1,098
+0.2% +$19.1K 0.01% 712
2026
Q1 		$10.7M Sell
618,591
-82,710
-12% -$1.48M 0.01% 701
2025
Q4 		$12.6M Buy
701,301
+68,828
+11% +$1.27M 0.01% 627
2025
Q3 		$12.3M Sell
632,473
-24,850
-4% -$500K 0.02% 508
2025
Q2 		$13.2M Buy
657,323
+110
+0% +$2.14K 0.03% 446
2025
Q1 		$13M Sell
657,213
-12,932
-2% -$254K 0.03% 421
2024
Q4 		$12.7M Buy
670,145
+504,864
+305% +$10M 0.03% 407
2024
Q3 		$20.4M Sell
165,281
-493,231
-75% -$9.84M 0.07% 278
2024
Q2 		$12.5M Buy
658,512
+631,761
+2,362% +$12.3M 0.04% 325
2024
Q1 		$544K Sell
26,751
-327
-1% -$6.62K ﹤0.01% 711
2023
Q4 		$569K Buy
+27,078
New +$532K 0.01% 552

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 $104B AUM 28.3% 1-Year Est. Return

Focus Partners Wealth's STWD Position: Q2 2026 in Review

Focus Partners Wealth increased its Starwood Property Trust (STWD) stake by 0.18% in Q2 2026, buying an estimated $19.1K and bringing the position to 619,689 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #712.

Focus Partners Wealth first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4M in Q3 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Focus Partners Wealth held 619,689 shares of Starwood Property Trust worth $10.2M as of Q2 2026.
  • Focus Partners Wealth bought 1,098 Starwood Property Trust shares in Q2 2026, an estimated $19.1K.
  • Starwood Property Trust made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #712 holding.
  • Focus Partners Wealth first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Starwood Property Trust position peaked at $20.4M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.