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Jeppson Wealth Management’s Starwood Property Trust STWD Stock Holding History

Jeppson 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 		$278K Sell
16,944
-5,380
-24% -$93.6K 0.08% 198
2026
Q1 		$384K Buy
22,324
+6,269
+39% +$113K 0.12% 152
2025
Q4 		$289K Sell
16,055
-2,150
-12% -$39.5K 0.09% 171
2025
Q3 		$353K Sell
18,205
-612
-3% -$12.3K 0.11% 161
2025
Q2 		$378K Sell
18,817
-1,425
-7% -$27.7K 0.13% 137
2025
Q1 		$400K Sell
20,242
-380
-2% -$7.47K 0.15% 134
2024
Q4 		$391K Buy
20,622
+300
+1% +$5.94K 0.14% 134
2024
Q3 		$414K Sell
20,322
-219
-1% -$4.37K 0.15% 130
2024
Q2 		$389K Sell
20,541
-439
-2% -$8.55K 0.15% 133
2024
Q1 		$427K Sell
20,980
-80
-0.4% -$1.62K 0.17% 126
2023
Q4 		$443K Buy
21,060
+753
+4% +$14.8K 0.18% 122
2023
Q3 		$393K Buy
20,307
+2,285
+13% +$46.3K 0.18% 122
2023
Q2 		$350K Buy
18,022
+2,402
+15% +$42.7K 0.15% 136
2023
Q1 		$276K Sell
15,620
-2,915
-16% -$56.3K 0.12% 153
2022
Q4 		$340K Sell
18,535
-8,138
-31% -$162K 0.14% 138
2022
Q3 		$486K Buy
26,673
+2,701
+11% +$61.2K 0.22% 98
2022
Q2 		$501K Buy
+23,972
New +$551K 0.22% 100
2020
Q4 		– Sell
-3,425
Closed -$52K – 405
2020
Q3 		$52K Buy
+3,425
New +$52.3K 0.04% 220

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

Jeppson Wealth Management's STWD Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Starwood Property Trust (STWD) stake by 24% in Q2 2026, selling an estimated $93.6K and leaving 16,944 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #198.

Jeppson Wealth Management first reported a position in STWD in Q3 2020 and has held it in 18 quarters since. The position peaked at $501K in Q2 2022. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Jeppson Wealth Management held 16,944 shares of Starwood Property Trust worth $278K as of Q2 2026.
  • Jeppson Wealth Management sold 5,380 Starwood Property Trust shares in Q2 2026, an estimated $93.6K.
  • Starwood Property Trust made up 0.08% of Jeppson Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Jeppson Wealth Management first reported a position in Starwood Property Trust in Q3 2020 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Starwood Property Trust position peaked at $501K in Q2 2022.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.