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 Q2	$504K	Sell	29,908 -809	-3%	-$14.1K	0.01%	782
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mount Yale Investment Advisors's STWD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Starwood Property Trust (STWD) stake by 2.6% in Q2 2026, selling an estimated $14.1K and leaving 29,908 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #782.

Mount Yale Investment Advisors first reported a position in STWD in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Mount Yale Investment Advisors held 29,908 shares of Starwood Property Trust worth $504K as of Q2 2026.
Mount Yale Investment Advisors sold 809 Starwood Property Trust shares in Q2 2026, an estimated $14.1K.
Starwood Property Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #782 holding.
Mount Yale Investment Advisors first reported a position in Starwood Property Trust in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Starwood Property Trust position peaked at $2.1M in Q4 2025.
521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.