KFP
STWD icon

KMG Fiduciary Partners’s Starwood Property Trust STWD Stock Holding History

KMG Fiduciary Partners’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 		$1.98M Sell
121,168
-17,557
-13% -$306K 0.18% 94
2026
Q1 		$2.39M Buy
138,725
+3,305
+2% +$59.3K 0.18% 126
2025
Q4 		$2.44M Buy
135,420
+38,867
+40% +$715K 0.17% 116
2025
Q3 		$1.87M Buy
96,553
+1,094
+1% +$22K 0.13% 147
2025
Q2 		$1.92M Sell
95,459
-557
-0.6% -$10.8K 0.14% 137
2025
Q1 		$1.9M Sell
96,016
-18,583
-16% -$365K 0.16% 138
2024
Q4 		$2.17M Sell
114,599
-1,996
-2% -$39.5K 0.18% 120
2024
Q3 		$2.38M Sell
116,595
-169,655
-59% -$3.39M 0.21% 109
2024
Q2 		$5.42M Buy
286,250
+15,007
+6% +$292K 0.53% 47
2024
Q1 		$5.51M Buy
271,243
+80,129
+42% +$1.62M 0.57% 48
2023
Q4 		$4.02M Buy
191,114
+1,792
+0.9% +$35.2K 0.47% 57
2023
Q3 		$3.66M Sell
189,322
-426
-0.2% -$8.64K 0.48% 52
2023
Q2 		$3.68M Sell
189,748
-75,178
-28% -$1.34M 0.48% 52
2023
Q1 		$4.69M Buy
264,926
+14,160
+6% +$273K 0.67% 40
2022
Q4 		$4.6M Buy
250,766
+23,724
+10% +$473K 0.75% 39
2022
Q3 		$4.14M Buy
227,042
+81,393
+56% +$1.84M 0.8% 39
2022
Q2 		$3.04M Buy
145,649
+13,715
+10% +$315K 0.57% 45
2022
Q1 		$3.19M Buy
131,934
+25,440
+24% +$615K 0.51% 49
2021
Q4 		$2.59M Buy
106,494
+22,542
+27% +$568K 0.4% 65
2021
Q3 		$2.05M Buy
83,952
+38,999
+87% +$998K 0.35% 69
2021
Q2 		$1.18M Buy
44,953
+3,668
+9% +$93.5K 0.21% 93
2021
Q1 		$1.02M Buy
41,285
+7,146
+21% +$155K 0.2% 94
2020
Q4 		$626K Buy
+34,139
New +$581K 0.13% 113
2020
Q1 		– Sell
-52,369
Closed -$1.3M – 150
2019
Q4 		$1.3M Buy
52,369
+2,666
+5% +$65.2K 0.4% 49
2019
Q3 		$1.2M Buy
49,703
+2,389
+5% +$56.3K 0.41% 48
2019
Q2 		$1.07M Buy
47,314
+2,334
+5% +$53K 0.39% 51
2019
Q1 		$1M Buy
44,980
+2,684
+6% +$58.5K 0.38% 55
2018
Q4 		$834K Buy
+42,296
New +$912K 0.38% 51

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 $103B AUM 28.65% 1-Year Est. Return

KMG Fiduciary Partners's STWD Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Starwood Property Trust (STWD) stake by 13% in Q2 2026, selling an estimated $306K and leaving 121,168 shares worth $1.98M. The position accounts for 0.18% of the portfolio, ranked #94.

KMG Fiduciary Partners first reported a position in STWD in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.51M in Q1 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • KMG Fiduciary Partners held 121,168 shares of Starwood Property Trust worth $1.98M as of Q2 2026.
  • KMG Fiduciary Partners sold 17,557 Starwood Property Trust shares in Q2 2026, an estimated $306K.
  • Starwood Property Trust made up 0.18% of KMG Fiduciary Partners's portfolio in Q2 2026, its #94 holding.
  • KMG Fiduciary Partners first reported a position in Starwood Property Trust in Q4 2018 and has held it in 28 quarters since.
  • KMG Fiduciary Partners's Starwood Property Trust position peaked at $5.51M in Q1 2024.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.