MWM
STWD icon

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

Modern 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
Q2 		$1.31M Buy
80,069
+47,394
+145% +$825K 0.02% 464
2026
Q1 		$558K Buy
32,675
+1,009
+3% +$18.1K 0.01% 552
2025
Q4 		$570K Buy
+31,666
New +$582K 0.01% 508

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

Modern Wealth Management's STWD Position: Q2 2026 in Review

Modern Wealth Management increased its Starwood Property Trust (STWD) stake by 145% in Q2 2026, buying an estimated $825K and bringing the position to 80,069 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #464.

Modern Wealth Management first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Modern Wealth Management held 80,069 shares of Starwood Property Trust worth $1.31M as of Q2 2026.
  • Modern Wealth Management bought 47,394 Starwood Property Trust shares in Q2 2026, an estimated $825K.
  • Starwood Property Trust made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Modern Wealth Management first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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