MYIA
STWD icon

Mount Yale Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Mount Yale Investment 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
Q1 		$544K Sell
30,717
-82,655
-73% -$1.48M 0.01% 692
2025
Q4 		$2.1M Buy
113,372
+28,729
+34% +$528K 0.1% 185
2025
Q3 		$1.68M Buy
+84,643
New +$1.7M 0.12% 189
2018
Q4 		– Sell
-1,373
Closed -$30K – 712
2018
Q3 		$30K Sell
1,373
-17
-1% -$376 0.01% 705
2018
Q2 		$30K Sell
1,390
-18
-1% -$387 0.01% 723
2018
Q1 		$29K Buy
+1,408
New +$29.1K 0.01% 714

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mount Yale Investment Advisors's STWD Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Starwood Property Trust (STWD) stake by 73% in Q1 2026, selling an estimated $1.48M and leaving 30,717 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #692.

Mount Yale Investment Advisors first reported a position in STWD in Q1 2018 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2025. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Mount Yale Investment Advisors held 30,717 shares of Starwood Property Trust worth $544K as of Q1 2026.
  • Mount Yale Investment Advisors sold 82,655 Starwood Property Trust shares in Q1 2026, an estimated $1.48M.
  • Starwood Property Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #692 holding.
  • Mount Yale Investment Advisors first reported a position in Starwood Property Trust in Q1 2018 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Starwood Property Trust position peaked at $2.1M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.