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Miller Global Investments’s Starwood Property Trust STWD Stock Holding History

Miller Global 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 		$504K Hold
30,790
– – 0.42% 85
2026
Q1 		$530K Buy
30,790
+221
+0.7% +$3.97K 0.49% 68
2025
Q4 		$551K Buy
+30,569
New +$562K 0.5% 63

Other funds holding STWD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Miller Global Investments's STWD Position: Q2 2026 in Review

Miller Global Investments held its Starwood Property Trust (STWD) position steady in Q2 2026 at 30,790 shares worth $504K. The position accounts for 0.42% of the portfolio, ranked #85.

Miller Global Investments first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q4 2025. 224 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Miller Global Investments held 30,790 shares of Starwood Property Trust worth $504K as of Q2 2026.
  • Miller Global Investments left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.42% of Miller Global Investments's portfolio in Q2 2026, its #85 holding.
  • Miller Global Investments first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's Starwood Property Trust position peaked at $551K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.