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LRI Investments’s Starwood Property Trust STWD Stock Holding History

LRI Investments’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 		$1.26K Hold
77
– – ﹤0.01% 1325
2026
Q1 		$1.33K Hold
77
– – ﹤0.01% 1296
2025
Q4 		$1.39K Hold
77
– – ﹤0.01% 1241
2025
Q3 		$1.49K Hold
77
– – ﹤0.01% 1232
2025
Q2 		$1.54K Hold
77
– – ﹤0.01% 1185
2025
Q1 		$1.52K Hold
77
– – ﹤0.01% 1123
2024
Q4 		$1.46K Hold
77
– – ﹤0.01% 1094
2024
Q3 		$1.51K Hold
77
– – ﹤0.01% 1083
2024
Q2 		$1.46K Hold
77
– – ﹤0.01% 1076
2024
Q1 		$1.56K Buy
+77
New +$1.56K ﹤0.01% 767

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

LRI Investments's STWD Position: Q2 2026 in Review

LRI Investments held its Starwood Property Trust (STWD) position steady in Q2 2026 at 77 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

LRI Investments first reported a position in STWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.56K in Q1 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • LRI Investments held 77 shares of Starwood Property Trust worth $1.26K as of Q2 2026.
  • LRI Investments left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1325 holding.
  • LRI Investments first reported a position in Starwood Property Trust in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Starwood Property Trust position peaked at $1.56K in Q1 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.