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IFC Advisors’s Starwood Property Trust STWD Stock Holding History

IFC 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 		$299K Buy
+18,242
New +$317K 0.04% 141
2026
Q1 		– Sell
-21,294
Closed -$384K – 181
2025
Q4 		$384K Sell
21,294
-14,132
-40% -$260K 0.06% 122
2025
Q3 		$686K Sell
35,426
-847
-2% -$17.1K 0.13% 92
2025
Q2 		$728K Buy
+36,273
New +$705K 0.14% 96

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

IFC Advisors's STWD Position: Q2 2026 in Review

IFC Advisors opened a new position in Starwood Property Trust (STWD) in Q2 2026: 18,242 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: IFC Advisors previously reported a position in STWD as recently as Q4 2025.

IFC Advisors first reported a position in STWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $728K in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • IFC Advisors held 18,242 shares of Starwood Property Trust worth $299K as of Q2 2026.
  • Starwood Property Trust was a new IFC Advisors position in Q2 2026.
  • Starwood Property Trust made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #141 holding.
  • IFC Advisors first reported a position in Starwood Property Trust in Q2 2025 and has held it in 4 quarters since.
  • IFC Advisors's Starwood Property Trust position peaked at $728K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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