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Jackson Grant Investment Advisers’s Starwood Property Trust STWD Stock Holding History

Jackson Grant Investment Advisers’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 		$24.6K Hold
1,500
– – 0.01% 248
2026
Q1 		$25.8K Hold
1,500
– – 0.01% 245
2025
Q4 		$27K Hold
1,500
– – 0.01% 240
2025
Q3 		$29.1K Buy
+1,500
New +$30.2K 0.01% 232

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

Jackson Grant Investment Advisers's STWD Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Starwood Property Trust (STWD) position steady in Q2 2026 at 1,500 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #248.

Jackson Grant Investment Advisers first reported a position in STWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.1K in Q3 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,500 shares of Starwood Property Trust worth $24.6K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #248 holding.
  • Jackson Grant Investment Advisers first reported a position in Starwood Property Trust in Q3 2025 and has held it in 4 quarters since.
  • Jackson Grant Investment Advisers's Starwood Property Trust position peaked at $29.1K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.