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

HHM 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 Q1	–	Sell	-175	Closed	-$3.15K	–	913
2025 Q4	$3.15K	Hold	175	–	–	﹤0.01%	753
2025 Q3	$3.39K	Hold	175	–	–	﹤0.01%	762
2025 Q2	$3.51K	Hold	175	–	–	﹤0.01%	716
2025 Q1	$3.46K	Hold	175	–	–	﹤0.01%	705
2024 Q4	$3.32K	Hold	175	–	–	﹤0.01%	710
2024 Q3	$3.57K	Sell	175 -32	-15%	-$639	﹤0.01%	683
2024 Q2	$3.92K	Hold	207	–	–	﹤0.01%	657
2024 Q1	$4.21K	Sell	207 -6,200	-97%	-$126K	﹤0.01%	640
2023 Q4	$135K	Sell	6,407 -620	-9%	-$12.2K	0.02%	181
2023 Q3	$136K	Hold	7,027	–	–	0.03%	165
2023 Q2	$136K	Hold	7,027	–	–	0.03%	172
2023 Q1	$124K	Hold	7,027	–	–	0.03%	175
2022 Q4	$129K	Hold	7,027	–	–	0.03%	155
2022 Q3	$128K	Hold	7,027	–	–	0.03%	147
2022 Q2	$147K	Buy	7,027 +132	+2%	+$3.04K	0.04%	157
2022 Q1	$167K	Hold	6,895	–	–	0.04%	159
2021 Q4	$168K	Hold	6,895	–	–	0.04%	157
2021 Q3	$168K	Hold	6,895	–	–	0.05%	145
2021 Q2	$180K	Buy	+6,895	New	+$176K	0.05%	148

Other funds holding STWD

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

HHM Wealth Advisors's STWD Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 175 shares — an estimated $3.15K sold.

HHM Wealth Advisors first reported a position in STWD in Q2 2021 and held it in 19 quarters. The position peaked at $180K in Q2 2021. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

HHM Wealth Advisors reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 175 Starwood Property Trust shares in Q1 2026, an estimated $3.15K.
HHM Wealth Advisors first reported a position in Starwood Property Trust in Q2 2021 and held it in 19 quarters.
HHM Wealth Advisors's Starwood Property Trust position peaked at $180K in Q2 2021.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.