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 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	Sell	139,494 -134,408	-49%	-$2.71M	0.07%	103
2025 Q2	$5.45M	Buy	273,902 +132,731	+94%	+$2.58M	0.08%	83
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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kestra Investment Management's STWD Position: Q1 2026 in Review

Kestra Investment Management reduced its Starwood Property Trust (STWD) stake by 8.5% in Q1 2026, selling an estimated $231K and leaving 138,677 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #125.

Kestra Investment Management first reported a position in STWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q2 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Kestra Investment Management held 138,677 shares of Starwood Property Trust worth $2.39M as of Q1 2026.
Kestra Investment Management sold 12,885 Starwood Property Trust shares in Q1 2026, an estimated $231K.
Starwood Property Trust made up 0.04% of Kestra Investment Management's portfolio in Q1 2026, its #125 holding.
Kestra Investment Management first reported a position in Starwood Property Trust in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Starwood Property Trust position peaked at $5.45M in Q2 2025.
525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.