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Heritage Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Heritage Wealth 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 		$31.3K Buy
1,910
+300
+19% +$5.22K ﹤0.01% 387
2026
Q1 		$27.7K Hold
1,610
– – ﹤0.01% 398
2025
Q4 		$29K Hold
1,610
– – ﹤0.01% 369
2025
Q3 		$31.2K Buy
1,610
+360
+29% +$7.25K ﹤0.01% 341
2025
Q2 		$25.1K Hold
1,250
– – ﹤0.01% 351
2025
Q1 		$24.7K Hold
1,250
– – ﹤0.01% 351
2024
Q4 		$23.7K Hold
1,250
– – ﹤0.01% 375
2024
Q3 		$25.5K Buy
1,250
+300
+32% +$5.99K ﹤0.01% 379
2024
Q2 		$18K Hold
950
– – ﹤0.01% 383
2024
Q1 		$19.3K Hold
950
– – ﹤0.01% 399
2023
Q4 		$20K Buy
+950
New +$18.7K ﹤0.01% 411

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

Heritage Wealth Advisors's STWD Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Starwood Property Trust (STWD) stake by 19% in Q2 2026, buying an estimated $5.22K and bringing the position to 1,910 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Heritage Wealth Advisors first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Heritage Wealth Advisors held 1,910 shares of Starwood Property Trust worth $31.3K as of Q2 2026.
  • Heritage Wealth Advisors bought 300 Starwood Property Trust shares in Q2 2026, an estimated $5.22K.
  • Starwood Property Trust made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #387 holding.
  • Heritage Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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