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Foundations Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Foundations Investment 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 		$1.18M Buy
71,912
+6,007
+9% +$105K 0.01% 529
2026
Q1 		$1.13M Buy
65,905
+7,090
+12% +$127K 0.01% 495
2025
Q4 		$1.06M Buy
58,815
+39,012
+197% +$718K 0.01% 501
2025
Q3 		$384K Buy
+19,803
New +$399K 0.01% 751

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's STWD Position: Q2 2026 in Review

Foundations Investment Advisors increased its Starwood Property Trust (STWD) stake by 9.1% in Q2 2026, buying an estimated $105K and bringing the position to 71,912 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #529.

Foundations Investment Advisors first reported a position in STWD in Q3 2025 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Foundations Investment Advisors held 71,912 shares of Starwood Property Trust worth $1.18M as of Q2 2026.
  • Foundations Investment Advisors bought 6,007 Starwood Property Trust shares in Q2 2026, an estimated $105K.
  • Starwood Property Trust made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #529 holding.
  • Foundations Investment Advisors first reported a position in Starwood Property Trust in Q3 2025 and has held it in 4 quarters since.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.