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Lloyd Advisory Services’s Starwood Property Trust STWD Stock Holding History

Lloyd Advisory Services’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 		– Sell
-128
Closed -$2.2K – 966
2026
Q1 		$2.2K Buy
+128
New +$2.3K ﹤0.01% 652
2020
Q1 		– Hold
0
– – – 153
2019
Q4 		– Hold
0
– – – 150

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Ameriprise
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Northern Trust
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ACM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lloyd Advisory Services's STWD Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 128 shares — an estimated $2.2K sold.

Lloyd Advisory Services first reported a position in STWD in Q1 2026 and held it in 1 quarter. The position peaked at $2.2K in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 128 Starwood Property Trust shares in Q2 2026, an estimated $2.2K.
  • Lloyd Advisory Services first reported a position in Starwood Property Trust in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Starwood Property Trust position peaked at $2.2K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.