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Left Brain Wealth Management’s Starwood Property Trust STWD Stock Holding History

Left Brain 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
Q1 		$180K Hold
10,450
– – 0.07% 76
2025
Q4 		$188K Sell
10,450
-1,500
-13% -$27.6K 0.07% 82
2025
Q3 		$231K Buy
11,950
+1,325
+12% +$26.7K 0.07% 95
2025
Q2 		$213K Buy
+10,625
New +$206K 0.08% 94

Other funds holding STWD

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Left Brain Wealth Management's STWD Position: Q1 2026 in Review

Left Brain Wealth Management held its Starwood Property Trust (STWD) position steady in Q1 2026 at 10,450 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #76.

Left Brain Wealth Management first reported a position in STWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Left Brain Wealth Management held 10,450 shares of Starwood Property Trust worth $180K as of Q1 2026.
  • Left Brain Wealth Management left its Starwood Property Trust share count unchanged in Q1 2026.
  • Starwood Property Trust made up 0.07% of Left Brain Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Left Brain Wealth Management first reported a position in Starwood Property Trust in Q2 2025 and has held it in 4 quarters since.
  • Left Brain Wealth Management's Starwood Property Trust position peaked at $231K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.