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Peak Financial Advisors’s Starwood Property Trust STWD Stock Holding History

Peak Financial 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 		$448K Buy
27,329
+1,665
+6% +$29K 0.19% 65
2026
Q1 		$442K Buy
25,664
+559
+2% +$10K 0.2% 61
2025
Q4 		$452K Buy
25,105
+1,125
+5% +$20.7K 0.2% 76
2025
Q3 		$464K Buy
23,980
+81
+0.3% +$1.63K 0.22% 75
2025
Q2 		$480K Buy
23,899
+1,320
+6% +$25.6K 0.25% 71
2025
Q1 		$446K Buy
22,579
+94
+0.4% +$1.85K 0.23% 64
2024
Q4 		$426K Buy
22,485
+220
+1% +$4.36K 0.22% 63
2024
Q3 		$454K Buy
22,265
+383
+2% +$7.64K 0.23% 63
2024
Q2 		$414K Buy
+21,882
New +$426K 0.24% 60

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

Peak Financial Advisors's STWD Position: Q2 2026 in Review

Peak Financial Advisors increased its Starwood Property Trust (STWD) stake by 6.5% in Q2 2026, buying an estimated $29K and bringing the position to 27,329 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #65.

Peak Financial Advisors first reported a position in STWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $480K in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Peak Financial Advisors held 27,329 shares of Starwood Property Trust worth $448K as of Q2 2026.
  • Peak Financial Advisors bought 1,665 Starwood Property Trust shares in Q2 2026, an estimated $29K.
  • Starwood Property Trust made up 0.19% of Peak Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Peak Financial Advisors first reported a position in Starwood Property Trust in Q2 2024 and has held it in 9 quarters since.
  • Peak Financial Advisors's Starwood Property Trust position peaked at $480K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.