Meridian Wealth Management
STWD icon

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

Meridian Wealth Management’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
Q3 		$263K Sell
19,487
-3,008
-13% -$48.1K 0.01% 681
2026
Q2 		$368K Buy
22,495
+600
+3% +$10.4K 0.01% 628
2026
Q1 		$377K Hold
21,895
– – 0.01% 596
2025
Q4 		$394K Hold
21,895
– – 0.01% 554
2025
Q3 		$424K Buy
21,895
+3,404
+18% +$68.5K 0.02% 511
2025
Q2 		$371K Buy
18,491
+250
+1% +$4.86K 0.02% 518
2025
Q1 		$361K Buy
18,241
+256
+1% +$5.03K 0.02% 486
2024
Q4 		$341K Buy
17,985
+2,552
+17% +$50.6K 0.02% 496
2024
Q3 		$315K Sell
15,433
-1,985
-11% -$39.6K 0.02% 506
2024
Q2 		$330K Buy
+17,418
New +$339K 0.04% 225
2024
Q1 		– Sell
-15,665
Closed -$329K – 501
2023
Q4 		$329K Hold
15,665
– – 0.02% 480
2023
Q3 		$303K Buy
15,665
+141
+0.9% +$2.86K 0.02% 452
2023
Q2 		$301K Sell
15,524
-112,803
-88% -$2M 0.03% 439
2023
Q1 		$2.27M Sell
128,327
-6,710
-5% -$130K 0.2% 117
2022
Q4 		$2.48M Buy
135,037
+756
+0.6% +$15.1K 0.24% 95
2022
Q3 		$2.45M Buy
134,281
+2,753
+2% +$62.4K 0.26% 92
2022
Q2 		$2.75M Sell
131,528
-3,762
-3% -$86.5K 0.22% 111
2022
Q1 		$3.27M Buy
135,290
+601
+0.4% +$14.5K 0.36% 62
2021
Q4 		$3.27M Buy
134,689
+2,853
+2% +$71.9K 0.35% 65
2021
Q3 		$3.22M Buy
131,836
+3,791
+3% +$97K 0.4% 54
2021
Q2 		$3.35M Buy
128,045
+1,651
+1% +$42.1K 0.43% 49
2021
Q1 		$3.13M Buy
126,394
+2,236
+2% +$48.4K 0.46% 48
2020
Q4 		$2.4M Sell
124,158
-370
-0.3% -$6.3K 0.38% 56
2020
Q3 		$1.88M Sell
124,528
-3,757
-3% -$57.4K 0.46% 46
2020
Q2 		$1.92M Buy
128,285
+61,160
+91% +$823K 0.64% 31
2020
Q1 		$688K Buy
+67,125
New +$1.47M 0.3% 71
2019
Q3 		– Sell
-2,000
Closed -$45.4K – 452
2019
Q2 		$45.4K Buy
+2,000
New +$45.4K 0.02% 386

Other funds holding STWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meridian Wealth Management's STWD Position: Q3 2026 in Review

Meridian Wealth Management reduced its Starwood Property Trust (STWD) stake by 13% in Q3 2026, selling an estimated $48.1K and leaving 19,487 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #681.

Meridian Wealth Management first reported a position in STWD in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.35M in Q2 2021. 236 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Meridian Wealth Management held 19,487 shares of Starwood Property Trust worth $263K as of Q3 2026.
  • Meridian Wealth Management sold 3,008 Starwood Property Trust shares in Q3 2026, an estimated $48.1K.
  • Starwood Property Trust made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #681 holding.
  • Meridian Wealth Management first reported a position in Starwood Property Trust in Q2 2019 and has held it in 27 quarters since.
  • Meridian Wealth Management's Starwood Property Trust position peaked at $3.35M in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.