Kestra Investment Management’s Starwood Property Trust STWD Stock Holding History

Kestra Investment 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	$2.34M	Buy	142,728 +4,051	+3%	+$70.5K	0.05%	125
2026 Q1	$2.39M	Sell	138,677 -12,885	-9%	-$231K	0.04%	125
2025 Q4	$2.73M	Buy	151,562 +12,068	+9%	+$222K	0.07%	108
2025 Q3	$2.7M	Buy	139,494 +6,763	+5%	+$136K	0.07%	103
2025 Q2	$2.66M	Sell	132,731 -8,440	-6%	-$164K	0.08%	92
2025 Q1	$2.79M	Buy	141,171 +550	+0.4%	+$10.8K	0.09%	76
2024 Q4	$2.66M	Buy	140,621 +30,241	+27%	+$599K	0.1%	71
2024 Q3	$2.25M	Buy	+110,380	New	+$2.2M	0.1%	76

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 Investment Management's STWD Position: Q2 2026 in Review

Kestra Investment Management increased its Starwood Property Trust (STWD) stake by 2.9% in Q2 2026, buying an estimated $70.5K and bringing the position to 142,728 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #125.

Kestra Investment Management first reported a position in STWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.79M in Q1 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Kestra Investment Management held 142,728 shares of Starwood Property Trust worth $2.34M as of Q2 2026.
Kestra Investment Management bought 4,051 Starwood Property Trust shares in Q2 2026, an estimated $70.5K.
Starwood Property Trust made up 0.05% of Kestra Investment Management's portfolio in Q2 2026, its #125 holding.
Kestra Investment Management first reported a position in Starwood Property Trust in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Starwood Property Trust position peaked at $2.79M in Q1 2025.
521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.