IWA
STWD icon

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

Icon 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 		$655K Sell
39,989
-5,958
-13% -$104K 0.04% 252
2026
Q1 		$829K Buy
45,947
+6,459
+16% +$116K 0.05% 193
2025
Q4 		$711K Sell
39,488
-7,999
-17% -$147K 0.05% 218
2025
Q3 		$920K Buy
47,487
+1,039
+2% +$20.9K 0.06% 188
2025
Q2 		$932K Buy
46,448
+8,248
+22% +$160K 0.07% 178
2025
Q1 		$755K Buy
38,200
+3,200
+9% +$62.9K 0.06% 171
2024
Q4 		$663K Sell
35,000
-2,100
-6% -$41.6K 0.05% 182
2024
Q3 		$756K Buy
37,100
+500
+1% +$9.98K 0.06% 167
2024
Q2 		$730K Buy
36,600
+3,100
+9% +$60.4K 0.06% 166
2024
Q1 		$681K Buy
33,500
+400
+1% +$8.1K 0.06% 171
2023
Q4 		$696K Buy
+33,100
New +$650K 0.07% 153
2022
Q4 		$249K Hold
13,600
– – 0.03% 277
2022
Q3 		$248K Buy
+13,600
New +$308K 0.03% 270

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

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

Icon Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 13% in Q2 2026, selling an estimated $104K and leaving 39,989 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #252.

Icon Wealth Advisors first reported a position in STWD in Q3 2022 and has held it in 13 quarters since. The position peaked at $932K in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Icon Wealth Advisors held 39,989 shares of Starwood Property Trust worth $655K as of Q2 2026.
  • Icon Wealth Advisors sold 5,958 Starwood Property Trust shares in Q2 2026, an estimated $104K.
  • Starwood Property Trust made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • Icon Wealth Advisors first reported a position in Starwood Property Trust in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Starwood Property Trust position peaked at $932K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.