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Gentry Private Wealth’s Starwood Property Trust STWD Stock Holding History

Gentry Private 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 		$266K Buy
16,213
+1
+0% +$17 0.14% 98
2026
Q1 		$279K Buy
16,212
+2,813
+21% +$50.5K 0.17% 81
2025
Q4 		$241K Sell
13,399
-7,309
-35% -$134K 0.15% 88
2025
Q3 		$401K Buy
20,708
+471
+2% +$9.48K 0.28% 69
2025
Q2 		$406K Buy
20,237
+374
+2% +$7.27K 0.31% 66
2025
Q1 		$393K Buy
+19,863
New +$390K 0.32% 70
2024
Q4 		– Sell
-14,882
Closed -$303K – 75
2024
Q3 		$303K Sell
14,882
-60
-0.4% -$1.2K 0.25% 72
2024
Q2 		$283K Buy
+14,942
New +$291K 0.25% 68

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

Gentry Private Wealth's STWD Position: Q2 2026 in Review

Gentry Private Wealth increased its Starwood Property Trust (STWD) stake by 0.01% in Q2 2026, buying an estimated $17 and bringing the position to 16,213 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #98.

Gentry Private Wealth first reported a position in STWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $406K in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Gentry Private Wealth held 16,213 shares of Starwood Property Trust worth $266K as of Q2 2026.
  • Gentry Private Wealth bought 1 Starwood Property Trust share in Q2 2026, an estimated $17.
  • Starwood Property Trust made up 0.14% of Gentry Private Wealth's portfolio in Q2 2026, its #98 holding.
  • Gentry Private Wealth first reported a position in Starwood Property Trust in Q2 2024 and has held it in 8 quarters since.
  • Gentry Private Wealth's Starwood Property Trust position peaked at $406K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.