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Planning Strategies’s Starwood Property Trust STWD Stock Holding History

Planning Strategies’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 		$295 Buy
+18
New +$313 ﹤0.01% 947

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

Planning Strategies's STWD Position: Q2 2026 in Review

Planning Strategies opened a new position in Starwood Property Trust (STWD) in Q2 2026: 18 shares worth $295. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

489 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Planning Strategies held 18 shares of Starwood Property Trust worth $295 as of Q2 2026.
  • Starwood Property Trust was a new Planning Strategies position in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #947 holding.
  • 489 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.