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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
Q2 		$171K Hold
10,450
– – 0.05% 98
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 $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 $104B AUM 28.3% 1-Year Est. Return

Left Brain Wealth Management's STWD Position: Q2 2026 in Review

Left Brain Wealth Management held its Starwood Property Trust (STWD) position steady in Q2 2026 at 10,450 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #98.

Left Brain Wealth Management first reported a position in STWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q3 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Left Brain Wealth Management held 10,450 shares of Starwood Property Trust worth $171K as of Q2 2026.
  • Left Brain Wealth Management left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.05% of Left Brain Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Left Brain Wealth Management first reported a position in Starwood Property Trust in Q2 2025 and has held it in 5 quarters since.
  • Left Brain Wealth Management's Starwood Property Trust position peaked at $231K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.