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NewEdge Wealth’s Starwood Property Trust STWD Stock Holding History

NewEdge Wealth’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 		$1.54M Buy
93,741
+46,972
+100% +$817K 0.02% 531
2026
Q1 		$805K Buy
46,769
+732
+2% +$13.1K 0.01% 679
2025
Q4 		$829K Buy
+46,037
New +$847K 0.01% 685
2024
Q2 		– Sell
-17,135
Closed -$332K – 817
2024
Q1 		$332K Buy
+17,135
New +$347K 0.01% 643

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

NewEdge Wealth's STWD Position: Q2 2026 in Review

NewEdge Wealth increased its Starwood Property Trust (STWD) stake by 100% in Q2 2026, buying an estimated $817K and bringing the position to 93,741 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #531.

NewEdge Wealth first reported a position in STWD in Q1 2024 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • NewEdge Wealth held 93,741 shares of Starwood Property Trust worth $1.54M as of Q2 2026.
  • NewEdge Wealth bought 46,972 Starwood Property Trust shares in Q2 2026, an estimated $817K.
  • Starwood Property Trust made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #531 holding.
  • NewEdge Wealth first reported a position in Starwood Property Trust in Q1 2024 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.