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Orion Capital Management’s Starwood Property Trust STWD Stock Holding History

Orion Capital 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 		$32.8K Hold
2,000
– – 0.01% 320
2026
Q1 		$34.4K Hold
2,000
– – 0.01% 291
2025
Q4 		$36K Hold
2,000
– – 0.01% 298
2025
Q3 		$38.7K Buy
+2,000
New +$40.3K 0.01% 289
2024
Q2 		– Sell
-1,000
Closed -$20.3K – 499
2024
Q1 		$20.3K Hold
1,000
– – 0.01% 335
2023
Q4 		$21K Hold
1,000
– – 0.01% 330
2023
Q3 		$19.4K Buy
+1,000
New +$20.3K 0.01% 328
2023
Q2 		– Sell
-1,000
Closed -$17.7K – 392
2023
Q1 		$17.7K Buy
+1,000
New +$19.3K 0.01% 339

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

Orion Capital Management's STWD Position: Q2 2026 in Review

Orion Capital Management held its Starwood Property Trust (STWD) position steady in Q2 2026 at 2,000 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #320.

Orion Capital Management first reported a position in STWD in Q1 2023 and has held it in 8 quarters since. The position peaked at $38.7K in Q3 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Orion Capital Management held 2,000 shares of Starwood Property Trust worth $32.8K as of Q2 2026.
  • Orion Capital Management left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #320 holding.
  • Orion Capital Management first reported a position in Starwood Property Trust in Q1 2023 and has held it in 8 quarters since.
  • Orion Capital Management's Starwood Property Trust position peaked at $38.7K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.