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Independent Financial Group’s Starwood Property Trust STWD Stock Holding History

Independent Financial Group’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 		$5.34M Buy
326,158
+8,952
+3% +$156K 0.1% 203
2026
Q1 		$5.46M Buy
317,206
+24,278
+8% +$436K 0.12% 167
2025
Q4 		$5.28M Buy
292,928
+17,274
+6% +$318K 0.12% 163
2025
Q3 		$5.34M Buy
275,654
+12,786
+5% +$257K 0.13% 147
2025
Q2 		$5.28M Buy
262,868
+17,357
+7% +$337K 0.15% 137
2025
Q1 		$4.85M Buy
245,511
+27,918
+13% +$549K 0.17% 121
2024
Q4 		$4.12M Buy
217,593
+19,670
+10% +$390K 0.14% 135
2024
Q3 		$4.03M Buy
197,923
+68,432
+53% +$1.37M 0.15% 128
2024
Q2 		$2.45M Buy
129,491
+27,925
+27% +$544K 0.1% 193
2024
Q1 		$2.06M Sell
101,566
-1,793
-2% -$36.3K 0.09% 213
2023
Q4 		$2.17M Buy
103,359
+6,027
+6% +$118K 0.12% 194
2023
Q3 		$1.88M Buy
97,332
+2,690
+3% +$54.5K 0.12% 194
2023
Q2 		$1.84M Buy
94,642
+31,150
+49% +$554K 0.13% 180
2023
Q1 		$1.12M Buy
63,492
+1,546
+2% +$29.9K 0.09% 254
2022
Q4 		$1.14M Buy
61,946
+2,660
+4% +$53K 0.1% 208
2022
Q3 		$1.08M Buy
59,286
+2,756
+5% +$62.4K 0.1% 210
2022
Q2 		$1.18M Buy
56,530
+20,480
+57% +$471K 0.13% 187
2022
Q1 		$871K Buy
36,050
+1,140
+3% +$27.5K 0.07% 293
2021
Q4 		$848K Sell
34,910
-8,107
-19% -$204K 0.07% 290
2021
Q3 		$1.05M Buy
43,017
+3,527
+9% +$90.2K 0.11% 204
2021
Q2 		$1.03M Sell
39,490
-1,650
-4% -$42K 0.11% 210
2021
Q1 		$1.02M Buy
41,140
+1,885
+5% +$40.8K 0.13% 183
2020
Q4 		$758K Sell
39,255
-1,000
-2% -$17K 0.11% 209
2020
Q3 		$607K Sell
40,255
-1,090
-3% -$16.6K 0.11% 200
2020
Q2 		$619K Sell
41,345
-17,545
-30% -$236K 0.14% 176
2020
Q1 		$604K Buy
+58,890
New +$1.29M 0.18% 148

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 $103B AUM 28.65% 1-Year Est. Return

Independent Financial Group's STWD Position: Q2 2026 in Review

Independent Financial Group increased its Starwood Property Trust (STWD) stake by 2.8% in Q2 2026, buying an estimated $156K and bringing the position to 326,158 shares worth $5.34M. The position accounts for 0.1% of the portfolio, ranked #203.

Independent Financial Group first reported a position in STWD in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.46M in Q1 2026. 489 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Independent Financial Group held 326,158 shares of Starwood Property Trust worth $5.34M as of Q2 2026.
  • Independent Financial Group bought 8,952 Starwood Property Trust shares in Q2 2026, an estimated $156K.
  • Starwood Property Trust made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #203 holding.
  • Independent Financial Group first reported a position in Starwood Property Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Starwood Property Trust position peaked at $5.46M in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.