Kestra Advisory Services’s Starwood Property Trust STWD Stock Holding History

Kestra Advisory Services’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	$4.17M	Sell	254,615 -76,389	-23%	-$1.33M	0.01%	945
2026 Q1	$5.7M	Buy	331,004 +128,300	+63%	+$2.3M	0.02%	727
2025 Q4	$3.65M	Buy	202,704 +5,703	+3%	+$105K	0.02%	911
2025 Q3	$3.82M	Sell	197,001 -95,874	-33%	-$1.93M	0.02%	818
2025 Q2	$5.88M	Buy	292,875 +28,861	+11%	+$561K	0.03%	565
2025 Q1	$5.22M	Buy	264,014 +13,188	+5%	+$259K	0.03%	564
2024 Q4	$4.75M	Buy	+250,826	New	+$4.97M	0.03%	596
2024 Q3	–	Sell	-185,084	Closed	-$3.59M	–	2729
2024 Q2	$3.59M	Buy	185,084 +115,012	+164%	+$2.24M	0.02%	706
2024 Q1	$1.46M	Buy	+70,072	New	+$1.42M	0.01%	1020

Other funds holding STWD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kestra Advisory Services's STWD Position: Q2 2026 in Review

Kestra Advisory Services reduced its Starwood Property Trust (STWD) stake by 23% in Q2 2026, selling an estimated $1.33M and leaving 254,615 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #945.

Kestra Advisory Services first reported a position in STWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.88M in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Kestra Advisory Services held 254,615 shares of Starwood Property Trust worth $4.17M as of Q2 2026.
Kestra Advisory Services sold 76,389 Starwood Property Trust shares in Q2 2026, an estimated $1.33M.
Starwood Property Trust made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #945 holding.
Kestra Advisory Services first reported a position in Starwood Property Trust in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Starwood Property Trust position peaked at $5.88M in Q2 2025.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.