IFP Advisors’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $129K | Sell |
7,887
-123
| -2% | -$2.14K | ﹤0.01% | 1800 |
|
|
2026
Q1 | $138K | Buy |
8,010
+2,965
| +59% | +$53.2K | ﹤0.01% | 1620 |
|
|
2025
Q4 | $90.9K | Buy |
5,045
+792
| +19% | +$14.6K | ﹤0.01% | 1865 |
|
|
2025
Q3 | $82.4K | Sell |
4,253
-411
| -9% | -$8.28K | ﹤0.01% | 1808 |
|
|
2025
Q2 | $107K | Buy |
4,664
+583
| +14% | +$11.3K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $80.7K | Sell |
4,081
-741
| -15% | -$14.6K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $91.4K | Buy |
4,822
+36
| +0.8% | +$713 | ﹤0.01% | 1516 |
|
|
2024
Q3 | $97.5K | Buy |
4,786
+986
| +26% | +$19.7K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $72K | Buy |
3,800
+29
| +0.8% | +$565 | ﹤0.01% | 1504 |
|
|
2024
Q1 | $76.7K | Buy |
3,771
+2,005
| +114% | +$40.6K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $37.1K | Sell |
1,766
-91
| -5% | -$1.79K | ﹤0.01% | 1662 |
|
|
2023
Q3 | $35.9K | Sell |
1,857
-4,216
| -69% | -$85.5K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $118K | Buy |
6,073
+28
| +0.5% | +$498 | ﹤0.01% | 1241 |
|
|
2023
Q1 | $132K | Buy |
6,045
+284
| +5% | +$5.49K | 0.01% | 1118 |
|
|
2022
Q4 | $144K | Buy |
5,761
+2,737
| +91% | +$54.5K | ﹤0.01% | 1533 |
|
|
2022
Q3 | $82K | Buy |
3,024
+7
| +0.2% | +$159 | ﹤0.01% | 1999 |
|
|
2022
Q2 | $81K | Hold |
3,017
| – | – | ﹤0.01% | 1828 |
|
|
2022
Q1 | $81K | Buy |
3,017
+1,776
| +143% | +$42.9K | ﹤0.01% | 1828 |
|
|
2021
Q4 | $31K | Sell |
1,241
-37
| -3% | -$933 | ﹤0.01% | 1756 |
|
|
2021
Q3 | $31K | Buy |
1,278
+40
| +3% | +$1.02K | ﹤0.01% | 1791 |
|
|
2021
Q2 | $33K | Buy |
1,238
+1
| +0.1% | +$25 | ﹤0.01% | 1710 |
|
|
2021
Q1 | $31K | Sell |
1,237
-1,960
| -61% | -$42.4K | ﹤0.01% | 1652 |
|
|
2020
Q4 | $62K | Sell |
3,197
-2,322
| -42% | -$39.5K | ﹤0.01% | 1351 |
|
|
2020
Q3 | $85K | Buy |
5,519
+468
| +9% | +$7.15K | 0.01% | 1069 |
|
|
2020
Q2 | $80K | Sell |
5,051
-754
| -13% | -$10.2K | 0.01% | 1010 |
|
|
2020
Q1 | $70K | Buy |
5,805
+12
| +0.2% | +$263 | 0.01% | 974 |
|
|
2019
Q4 | $157K | Buy |
5,793
+3,815
| +193% | +$93.4K | 0.01% | 753 |
|
|
2019
Q3 | $47K | Buy |
+1,978
| New | +$46.6K | ﹤0.01% | 1398 |
|
|
2019
Q1 | $87K | Sell |
3,964
-4,804
| -55% | -$105K | 0.01% | 741 |
|
|
2018
Q4 | $175K | Buy |
8,768
+1,046
| +14% | +$22.6K | 0.01% | 921 |
|
|
2018
Q3 | $166K | Buy |
7,722
+2,760
| +56% | +$61.1K | 0.01% | 1178 |
|
|
2018
Q2 | $108K | Sell |
4,962
-2,248
| -31% | -$48.4K | ﹤0.01% | 1436 |
|
|
2018
Q1 | $154K | Hold |
7,210
| – | – | 0.01% | 1117 |
|
|
2017
Q4 | $154K | Sell |
7,210
-2,558
| -26% | -$55.4K | 0.01% | 1124 |
|
|
2017
Q3 | $212K | Sell |
9,768
-184
| -2% | -$4.06K | 0.01% | 1105 |
|
|
2017
Q2 | $223K | Sell |
9,952
-1,339
| -12% | -$29.9K | 0.01% | 1067 |
|
|
2017
Q1 | $255K | Buy |
11,291
+905
| +9% | +$20.4K | 0.01% | 997 |
|
|
2016
Q4 | $228K | Buy |
10,386
+2,276
| +28% | +$50.2K | 0.01% | 985 |
|
|
2016
Q3 | $183K | Buy |
8,110
+905
| +13% | +$20K | 0.01% | 1043 |
|
|
2016
Q2 | $149K | Buy |
7,205
+3,241
| +82% | +$64.6K | 0.01% | 1120 |
|
|
2016
Q1 | $87K | Sell |
3,964
-1,123
| -22% | -$20.8K | 0.01% | 741 |
|
|
2015
Q4 | $105K | Buy |
+5,087
| New | +$105K | 0.01% | 1150 |
|
Other funds holding STWD
ACM
IFP Advisors's STWD Position: Q2 2026 in Review
IFP Advisors reduced its Starwood Property Trust (STWD) stake by 1.5% in Q2 2026, selling an estimated $2.14K and leaving 7,887 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.
IFP Advisors first reported a position in STWD in Q4 2015 and has held it in 42 quarters since. The position peaked at $255K in Q1 2017. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.
- IFP Advisors held 7,887 shares of Starwood Property Trust worth $129K as of Q2 2026.
- IFP Advisors sold 123 Starwood Property Trust shares in Q2 2026, an estimated $2.14K.
- Starwood Property Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1800 holding.
- IFP Advisors first reported a position in Starwood Property Trust in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Starwood Property Trust position peaked at $255K in Q1 2017.
- 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.