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Morey & Quinn Wealth Partners’s Starwood Property Trust STWD Stock Holding History

Morey & Quinn Wealth Partners’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 		$208K Sell
12,703
-9,865
-44% -$172K 0.13% 138
2026
Q1 		$389K Hold
22,568
– – 0.28% 86
2025
Q4 		$406K Hold
22,568
– – 0.29% 84
2025
Q3 		$437K Hold
22,568
– – 0.32% 79
2025
Q2 		$453K Hold
22,568
– – 0.36% 72
2025
Q1 		$446K Hold
22,568
– – 0.37% 67
2024
Q4 		$428K Buy
+22,568
New +$447K 0.36% 68

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

Morey & Quinn Wealth Partners's STWD Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Starwood Property Trust (STWD) stake by 44% in Q2 2026, selling an estimated $172K and leaving 12,703 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #138.

Morey & Quinn Wealth Partners first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Morey & Quinn Wealth Partners held 12,703 shares of Starwood Property Trust worth $208K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 9,865 Starwood Property Trust shares in Q2 2026, an estimated $172K.
  • Starwood Property Trust made up 0.13% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Morey & Quinn Wealth Partners first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Starwood Property Trust position peaked at $453K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.