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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Foundations Investment Advisors's STWD Position: Q1 2026 in Review

Foundations Investment Advisors increased its Starwood Property Trust (STWD) stake by 12% in Q1 2026, buying an estimated $127K and bringing the position to 65,905 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #495.

Foundations Investment Advisors first reported a position in STWD in Q3 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Foundations Investment Advisors held 65,905 shares of Starwood Property Trust worth $1.13M as of Q1 2026.
  • Foundations Investment Advisors bought 7,090 Starwood Property Trust shares in Q1 2026, an estimated $127K.
  • Starwood Property Trust made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #495 holding.
  • Foundations Investment Advisors first reported a position in Starwood Property Trust in Q3 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.