Golden State Wealth Management’s Starwood Property Trust STWD Stock Holding History

Golden State Wealth Management’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	–	Sell	-267	Closed	-$4.81K	–	1722
2025 Q4	$4.81K	Hold	267	–	–	﹤0.01%	1247
2025 Q3	$5.17K	Hold	267	–	–	﹤0.01%	1249
2025 Q2	$5.36K	Hold	267	–	–	﹤0.01%	1217
2025 Q1	$5.28K	Buy	+267	New	+$5.25K	﹤0.01%	1162
2020 Q2	–	Sell	-454	Closed	-$5K	–	843
2020 Q1	$5K	Buy	+454	New	+$9.95K	﹤0.01%	754
2019 Q4	–	Sell	-4,300	Closed	-$104K	–	820
2019 Q3	$104K	Buy	+4,300	New	+$101K	0.03%	310

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Golden State Wealth Management's STWD Position: Q1 2026 in Review

Golden State Wealth Management sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 267 shares — an estimated $4.81K sold.

Golden State Wealth Management first reported a position in STWD in Q3 2019 and held it in 6 quarters. The position peaked at $104K in Q3 2019. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Golden State Wealth Management reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 267 Starwood Property Trust shares in Q1 2026, an estimated $4.81K.
Golden State Wealth Management first reported a position in Starwood Property Trust in Q3 2019 and held it in 6 quarters.
Golden State Wealth Management's Starwood Property Trust position peaked at $104K in Q3 2019.
529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.