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HB Wealth Management’s Starwood Property Trust STWD Stock Holding History

HB 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
Q2 		$757K Sell
46,203
-10,678
-19% -$186K ﹤0.01% 886
2026
Q1 		$979K Sell
56,881
-11,841
-17% -$213K 0.01% 670
2025
Q4 		$1.24M Sell
68,722
-2,583
-4% -$47.5K 0.01% 559
2025
Q3 		$1.38M Buy
71,305
+43,249
+154% +$871K 0.01% 522
2025
Q2 		$563K Sell
28,056
-41,259
-60% -$802K ﹤0.01% 696
2025
Q1 		$1.37M Buy
69,315
+57,849
+505% +$1.14M 0.01% 467
2024
Q4 		$217K Buy
+11,466
New +$227K ﹤0.01% 948

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

HB Wealth Management's STWD Position: Q2 2026 in Review

HB Wealth Management reduced its Starwood Property Trust (STWD) stake by 19% in Q2 2026, selling an estimated $186K and leaving 46,203 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

HB Wealth Management first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • HB Wealth Management held 46,203 shares of Starwood Property Trust worth $757K as of Q2 2026.
  • HB Wealth Management sold 10,678 Starwood Property Trust shares in Q2 2026, an estimated $186K.
  • Starwood Property Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #886 holding.
  • HB Wealth Management first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Starwood Property Trust position peaked at $1.38M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.