Lido Advisors
STWD icon

Lido Advisors’s Starwood Property Trust STWD Stock Holding History

Lido Advisors’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 		$2.81M Sell
166,516
-6,427
-4% -$112K 0.01% 683
2026
Q1 		$3.06M Buy
172,943
+4,746
+3% +$85.2K 0.01% 576
2025
Q4 		$3.34M Buy
168,197
+328
+0.2% +$6.03K 0.01% 566
2025
Q3 		$3.33M Buy
167,869
+14,738
+10% +$297K 0.01% 542
2025
Q2 		$3.15M Buy
153,131
+2,283
+2% +$44.4K 0.01% 482
2025
Q1 		$3.05M Buy
150,848
+14,459
+11% +$284K 0.01% 444
2024
Q4 		$2.65M Sell
136,389
-270
-0.2% -$5.35K 0.01% 455
2024
Q3 		$2.79M Buy
136,659
+7,321
+6% +$146K 0.01% 400
2024
Q2 		$2.51M Buy
129,338
+5,231
+4% +$102K 0.01% 405
2024
Q1 		$2.58M Buy
124,107
+132
+0.1% +$2.67K 0.02% 387
2023
Q4 		$2.67M Buy
+123,975
New +$2.43M 0.02% 357
2023
Q1 		– Sell
-10,122
Closed -$186K – 1243
2022
Q4 		$186K Sell
10,122
-8,312
-45% -$166K ﹤0.01% 907
2022
Q3 		$335K Sell
18,434
-1,046
-5% -$23.7K ﹤0.01% 707
2022
Q2 		$406K Sell
19,480
-6,832
-26% -$157K 0.01% 609
2022
Q1 		$635K Buy
26,312
+3,051
+13% +$73.7K 0.01% 523
2021
Q4 		$565K Buy
23,261
+41
+0.2% +$1.03K 0.01% 574
2021
Q3 		$566K Buy
23,220
+3,580
+18% +$91.6K 0.01% 545
2021
Q2 		$514K Sell
19,640
-794
-4% -$20.2K 0.01% 536
2021
Q1 		$515K Sell
20,434
-3,484
-15% -$75.5K 0.01% 494
2020
Q4 		$473K Buy
+23,918
New +$407K 0.01% 493
2019
Q2 		– Sell
-9,058
Closed -$206K – 571
2019
Q1 		$206K Buy
+9,058
New +$198K 0.01% 490
2017
Q3 		– Sell
-124,200
Closed -$2.78M – 328
2017
Q2 		$2.78M Buy
+124,200
New +$2.78M 0.58% 26

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

Lido Advisors's STWD Position: Q2 2026 in Review

Lido Advisors reduced its Starwood Property Trust (STWD) stake by 3.7% in Q2 2026, selling an estimated $112K and leaving 166,516 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #683.

Lido Advisors first reported a position in STWD in Q2 2017 and has held it in 22 quarters since. The position peaked at $3.34M in Q4 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Lido Advisors held 166,516 shares of Starwood Property Trust worth $2.81M as of Q2 2026.
  • Lido Advisors sold 6,427 Starwood Property Trust shares in Q2 2026, an estimated $112K.
  • Starwood Property Trust made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #683 holding.
  • Lido Advisors first reported a position in Starwood Property Trust in Q2 2017 and has held it in 22 quarters since.
  • Lido Advisors's Starwood Property Trust position peaked at $3.34M in Q4 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.