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Holos Integrated Wealth’s Starwood Property Trust STWD Stock Holding History

Holos Integrated 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
Q1 		– Sell
-5,236
Closed -$96.4K – 418
2025
Q4 		$96.4K Hold
5,236
– – 0.05% 95
2025
Q3 		$96.3K Hold
5,236
– – 0.06% 87
2025
Q2 		$104K Hold
5,236
– – 0.06% 84
2025
Q1 		$104K Buy
+5,236
New +$103K 0.07% 83

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

Holos Integrated Wealth's STWD Position: Q1 2026 in Review

Holos Integrated Wealth sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 5,236 shares — an estimated $96.4K sold.

Holos Integrated Wealth first reported a position in STWD in Q1 2025 and held it in 4 quarters. The position peaked at $104K in Q2 2025. 529 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Holos Integrated Wealth reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 5,236 Starwood Property Trust shares in Q1 2026, an estimated $96.4K.
  • Holos Integrated Wealth first reported a position in Starwood Property Trust in Q1 2025 and held it in 4 quarters.
  • Holos Integrated Wealth's Starwood Property Trust position peaked at $104K in Q2 2025.
  • 529 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.