LPL Financial’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Buy |
918,372
+198,601
| +28% | +$3.46M | ﹤0.01% | 1776 |
|
|
2026
Q1 | $12.4M | Sell |
719,771
-64,332
| -8% | -$1.15M | ﹤0.01% | 1817 |
|
|
2025
Q4 | $14.1M | Buy |
784,103
+92,851
| +13% | +$1.71M | ﹤0.01% | 1651 |
|
|
2025
Q3 | $13.4M | Buy |
691,252
+155,488
| +29% | +$3.13M | ﹤0.01% | 1633 |
|
|
2025
Q2 | $10.8M | Buy |
535,764
+39,561
| +8% | +$769K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $9.81M | Buy |
496,203
+38,226
| +8% | +$751K | ﹤0.01% | 1618 |
|
|
2024
Q4 | $8.68M | Buy |
457,977
+10,136
| +2% | +$201K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $9.13M | Buy |
447,841
+30,007
| +7% | +$599K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $7.91M | Sell |
417,834
-72,484
| -15% | -$1.41M | ﹤0.01% | 1515 |
|
|
2024
Q1 | $9.97M | Buy |
490,318
+12,872
| +3% | +$261K | 0.01% | 1334 |
|
|
2023
Q4 | $10M | Buy |
477,446
+56,512
| +13% | +$1.11M | 0.01% | 1248 |
|
|
2023
Q3 | $8.15M | Buy |
420,934
+14,032
| +3% | +$285K | 0.01% | 1290 |
|
|
2023
Q2 | $7.89M | Buy |
406,902
+43,610
| +12% | +$775K | 0.01% | 1277 |
|
|
2023
Q1 | $6.43M | Buy |
363,292
+18,420
| +5% | +$356K | 0.01% | 1359 |
|
|
2022
Q4 | $6.32M | Buy |
344,872
+19,531
| +6% | +$389K | 0.01% | 1312 |
|
|
2022
Q3 | $5.93M | Buy |
325,341
+7,955
| +3% | +$180K | 0.01% | 1264 |
|
|
2022
Q2 | $6.63M | Buy |
317,386
+85,066
| +37% | +$1.96M | 0.01% | 1210 |
|
|
2022
Q1 | $5.62M | Buy |
232,320
+15,351
| +7% | +$371K | ﹤0.01% | 1374 |
|
|
2021
Q4 | $5.27M | Buy |
216,969
+251
| +0.1% | +$6.33K | ﹤0.01% | 1429 |
|
|
2021
Q3 | $5.29M | Buy |
216,718
+22,326
| +11% | +$571K | 0.01% | 1356 |
|
|
2021
Q2 | $5.09M | Buy |
194,392
+6,914
| +4% | +$176K | 0.01% | 1333 |
|
|
2021
Q1 | $4.64M | Buy |
187,478
+4,833
| +3% | +$105K | 0.01% | 1280 |
|
|
2020
Q4 | $3.52M | Sell |
182,645
-22,939
| -11% | -$390K | ﹤0.01% | 1317 |
|
|
2020
Q3 | $3.1M | Buy |
205,584
+29,307
| +17% | +$448K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $2.64M | Buy |
176,277
+7,647
| +5% | +$103K | ﹤0.01% | 1199 |
|
|
2020
Q1 | $1.73M | Sell |
168,630
-33,390
| -17% | -$731K | ﹤0.01% | 1286 |
|
|
2019
Q4 | $5.02M | Buy |
202,020
+13,525
| +7% | +$331K | 0.01% | 835 |
|
|
2019
Q3 | $4.57M | Buy |
188,495
+10,621
| +6% | +$250K | 0.01% | 827 |
|
|
2019
Q2 | $4.04M | Buy |
177,874
+27,042
| +18% | +$614K | 0.01% | 876 |
|
|
2019
Q1 | $3.37M | Buy |
150,832
+18,939
| +14% | +$413K | 0.01% | 926 |
|
|
2018
Q4 | $2.6M | Buy |
131,893
+18,793
| +17% | +$405K | 0.01% | 948 |
|
|
2018
Q3 | $2.43M | Buy |
113,100
+7,714
| +7% | +$171K | 0.01% | 1050 |
|
|
2018
Q2 | $2.29M | Sell |
105,386
-2,262
| -2% | -$48.7K | 0.01% | 1053 |
|
|
2018
Q1 | $2.25M | Buy |
107,648
+13,631
| +14% | +$282K | 0.01% | 1040 |
|
|
2017
Q4 | $2.01M | Buy |
94,017
+4,376
| +5% | +$94.8K | 0.01% | 1050 |
|
|
2017
Q3 | $1.95M | Buy |
89,641
+22,630
| +34% | +$499K | 0.01% | 1006 |
|
|
2017
Q2 | $1.5M | Buy |
+67,011
| New | +$1.5M | 0.01% | 1117 |
|
|
2016
Q2 | – | Sell |
-65,922
| Closed | -$1.21M | – | 2951 |
|
|
2016
Q1 | $1.21M | Sell |
65,922
-10,607
| -14% | -$197K | ﹤0.01% | 1541 |
|
|
2015
Q4 | $1.58M | Buy |
76,529
+39,321
| +106% | +$808K | ﹤0.01% | 1324 |
|
|
2015
Q3 | $785K | Sell |
37,208
-20,118
| -35% | -$436K | ﹤0.01% | 1428 |
|
|
2015
Q2 | $1.25M | Buy |
57,326
+6,994
| +14% | +$166K | 0.01% | 1200 |
|
|
2015
Q1 | $1.22M | Buy |
50,332
+6,511
| +15% | +$157K | 0.01% | 1211 |
|
|
2014
Q4 | $1.02M | Buy |
43,821
+5,740
| +15% | +$132K | 0.01% | 1293 |
|
|
2014
Q3 | $834K | Buy |
38,081
+15,291
| +67% | +$358K | 0.01% | 1394 |
|
|
2014
Q2 | $542K | Sell |
22,790
-50,690
| -69% | -$1.21M | ﹤0.01% | 1741 |
|
|
2014
Q1 | $1.73M | Sell |
73,480
-46,770
| -39% | -$1.11M | 0.01% | 914 |
|
|
2013
Q4 | $2.69M | Buy |
120,250
+106,439
| +771% | +$2.25M | 0.02% | 681 |
|
|
2013
Q3 | $269K | Buy |
+13,811
| New | +$278K | ﹤0.01% | 2096 |
|
Other funds holding STWD
ACM
LPL Financial's STWD Position: Q2 2026 in Review
LPL Financial increased its Starwood Property Trust (STWD) stake by 28% in Q2 2026, buying an estimated $3.46M and bringing the position to 918,372 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.
LPL Financial first reported a position in STWD in Q3 2013 and has held it in 48 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.
- LPL Financial held 918,372 shares of Starwood Property Trust worth $15M as of Q2 2026.
- LPL Financial bought 198,601 Starwood Property Trust shares in Q2 2026, an estimated $3.46M.
- Starwood Property Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1776 holding.
- LPL Financial first reported a position in Starwood Property Trust in Q3 2013 and has held it in 48 quarters since.
- 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.