Institute for Wealth Management’s Starwood Property Trust STWD Stock Holding History

Institute for Wealth Management’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	$32.4K	Buy	+1,976	New	+$34.4K	﹤0.01%	994

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHA

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

Institute for Wealth Management's STWD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Starwood Property Trust (STWD) in Q2 2026: 1,976 shares worth $32.4K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings.

284 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Institute for Wealth Management held 1,976 shares of Starwood Property Trust worth $32.4K as of Q2 2026.
Starwood Property Trust was a new Institute for Wealth Management position in Q2 2026.
Starwood Property Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #994 holding.
284 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.