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Physician Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Physician Wealth 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 		$1.64K Hold
100
– – ﹤0.01% 1590
2026
Q1 		$1.72K Hold
100
– – ﹤0.01% 1419
2025
Q4 		$1.8K Sell
100
-42
-30% -$772 ﹤0.01% 1338
2025
Q3 		$2.75K Buy
142
+42
+42% +$846 ﹤0.01% 1092
2025
Q2 		$2.01K Hold
100
– – ﹤0.01% 1043
2025
Q1 		$1.98K Hold
100
– – ﹤0.01% 869
2024
Q4 		$1.9K Buy
+100
New +$1.98K ﹤0.01% 855

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

Physician Wealth Advisors's STWD Position: Q2 2026 in Review

Physician Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 100 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Physician Wealth Advisors first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75K in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Physician Wealth Advisors held 100 shares of Starwood Property Trust worth $1.64K as of Q2 2026.
  • Physician Wealth Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1590 holding.
  • Physician Wealth Advisors first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Starwood Property Trust position peaked at $2.75K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.