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Medallion Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Medallion Wealth 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
Q1 		$7.23K Sell
420
-425
-50% -$7.63K ﹤0.01% 816
2025
Q4 		$15.2K Hold
845
– – 0.01% 689
2025
Q3 		$16.4K Hold
845
– – 0.01% 671
2025
Q2 		$17K Hold
845
– – 0.01% 649
2025
Q1 		$16.7K Hold
845
– – 0.01% 602
2024
Q4 		$16.7K Buy
+845
New +$16.7K 0.01% 590

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Medallion Wealth Advisors's STWD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 50% in Q1 2026, selling an estimated $7.63K and leaving 420 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Medallion Wealth Advisors first reported a position in STWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q2 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Medallion Wealth Advisors held 420 shares of Starwood Property Trust worth $7.23K as of Q1 2026.
  • Medallion Wealth Advisors sold 425 Starwood Property Trust shares in Q1 2026, an estimated $7.63K.
  • Starwood Property Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #816 holding.
  • Medallion Wealth Advisors first reported a position in Starwood Property Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Starwood Property Trust position peaked at $17K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.