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Pinnacle Wealth Planning Services’s Starwood Property Trust STWD Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.73K Sell
594
-208
-26% -$3.62K ﹤0.01% 2074
2026
Q1 		$13.8K Buy
802
+687
+597% +$12.3K ﹤0.01% 1877
2025
Q4 		$2.07K Buy
+115
New +$2.12K ﹤0.01% 2474
2021
Q1 		– Sell
-74
Closed -$1K – 1739
2020
Q4 		$1K Buy
+74
New +$1.26K ﹤0.01% 2181

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

Pinnacle Wealth Planning Services's STWD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Starwood Property Trust (STWD) stake by 26% in Q2 2026, selling an estimated $3.62K and leaving 594 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Pinnacle Wealth Planning Services first reported a position in STWD in Q4 2020 and has held it in 4 quarters since. The position peaked at $13.8K in Q1 2026. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 594 shares of Starwood Property Trust worth $9.73K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 208 Starwood Property Trust shares in Q2 2026, an estimated $3.62K.
  • Starwood Property Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2074 holding.
  • Pinnacle Wealth Planning Services first reported a position in Starwood Property Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Starwood Property Trust position peaked at $13.8K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.