PI
STWD icon

PFG Investments’s Starwood Property Trust STWD Stock Holding History

PFG Investments’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 		$1.02M Buy
62,324
+4,611
+8% +$80.2K 0.04% 388
2026
Q1 		$994K Sell
57,713
-1,764
-3% -$31.7K 0.05% 362
2025
Q4 		$1.07M Buy
59,477
+887
+2% +$16.3K 0.05% 327
2025
Q3 		$1.13M Buy
58,590
+27,522
+89% +$554K 0.06% 300
2025
Q2 		$624K Buy
31,068
+3,316
+12% +$64.4K 0.04% 447
2025
Q1 		$549K Sell
27,752
-1,237
-4% -$24.3K 0.04% 462
2024
Q4 		$549K Buy
28,989
+4,169
+17% +$82.6K 0.03% 457
2024
Q3 		$506K Sell
24,820
-7,804
-24% -$156K 0.03% 491
2024
Q2 		$618K Buy
32,624
+12,271
+60% +$239K 0.04% 376
2024
Q1 		$414K Buy
+20,353
New +$412K 0.03% 605

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 $103B AUM 28.65% 1-Year Est. Return

PFG Investments's STWD Position: Q2 2026 in Review

PFG Investments increased its Starwood Property Trust (STWD) stake by 8% in Q2 2026, buying an estimated $80.2K and bringing the position to 62,324 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #388.

PFG Investments first reported a position in STWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • PFG Investments held 62,324 shares of Starwood Property Trust worth $1.02M as of Q2 2026.
  • PFG Investments bought 4,611 Starwood Property Trust shares in Q2 2026, an estimated $80.2K.
  • Starwood Property Trust made up 0.04% of PFG Investments's portfolio in Q2 2026, its #388 holding.
  • PFG Investments first reported a position in Starwood Property Trust in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Starwood Property Trust position peaked at $1.13M in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.