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

Meridian 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
Q2 		$184K Hold
11,250
– – 0.02% 207
2026
Q1 		$194K Sell
11,250
-2,700
-19% -$48.5K 0.03% 196
2025
Q4 		$251K Hold
13,950
– – 0.03% 166
2025
Q3 		$270K Buy
13,950
+50
+0.4% +$1.01K 0.04% 157
2025
Q2 		$279K Hold
13,900
– – 0.04% 154
2025
Q1 		$275K Hold
13,900
– – 0.05% 151
2024
Q4 		$263K Sell
13,900
-2,500
-15% -$49.5K 0.04% 154
2024
Q3 		$334K Buy
16,400
+1,000
+6% +$20K 0.06% 140
2024
Q2 		$292K Sell
15,400
-5,500
-26% -$107K 0.05% 148
2024
Q1 		$425K Hold
20,900
– – 0.08% 122
2023
Q4 		$439K Sell
20,900
-1,024
-5% -$20.1K 0.1% 116
2023
Q3 		$424K Buy
21,924
+2,524
+13% +$51.2K 0.11% 114
2023
Q2 		$376K Sell
19,400
-2,000
-9% -$35.5K 0.09% 131
2023
Q1 		$379K Sell
21,400
-4,500
-17% -$86.9K 0.09% 127
2022
Q4 		$475K Sell
25,900
-5,100
-16% -$102K 0.12% 119
2022
Q3 		$565K Sell
31,000
-1,500
-5% -$34K 0.16% 102
2022
Q2 		$679K Buy
32,500
+20,000
+160% +$460K 0.18% 99
2022
Q1 		$302K Buy
12,500
+1,000
+9% +$24.2K 0.07% 166
2021
Q4 		$279K Sell
11,500
-2,500
-18% -$63K 0.07% 168
2021
Q3 		$342K Hold
14,000
– – 0.1% 147
2021
Q2 		$366K Hold
14,000
– – 0.1% 142
2021
Q1 		$346K Hold
14,000
– – 0.11% 132
2020
Q4 		$270K Buy
+14,000
New +$238K 0.1% 149
2019
Q1 		– Sell
-2,500
Closed -$49K – 357
2018
Q4 		$49K Buy
+2,500
New +$53.9K 0.04% 255

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

Meridian Wealth Advisors's STWD Position: Q2 2026 in Review

Meridian Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 11,250 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #207.

Meridian Wealth Advisors first reported a position in STWD in Q4 2018 and has held it in 24 quarters since. The position peaked at $679K in Q2 2022. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Meridian Wealth Advisors held 11,250 shares of Starwood Property Trust worth $184K as of Q2 2026.
  • Meridian Wealth Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.02% of Meridian Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Meridian Wealth Advisors first reported a position in Starwood Property Trust in Q4 2018 and has held it in 24 quarters since.
  • Meridian Wealth Advisors's Starwood Property Trust position peaked at $679K in Q2 2022.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.