Prevail Innovative Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Prevail Innovative 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 Q1	$2.12M	Buy	122,959 +41,919	+52%	+$752K	0.36%	100
2025 Q4	$1.46M	Buy	81,040 +4,614	+6%	+$84.9K	0.26%	126
2025 Q3	$1.48M	Sell	76,426 -83,884	-52%	-$1.69M	0.29%	134
2025 Q2	$3.22M	Sell	160,310 -117,557	-42%	-$2.28M	0.72%	47
2025 Q1	$5.49M	Buy	277,867 +33,486	+14%	+$658K	1.46%	17
2024 Q4	$4.63M	Buy	244,381 +48,355	+25%	+$958K	1.34%	17
2024 Q3	$4M	Buy	+196,026	New	+$3.91M	1.22%	22
2023 Q3	–	Sell	-10,342	Closed	-$201K	–	155
2023 Q2	$201K	Buy	+10,342	New	+$184K	0.11%	101

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Prevail Innovative Wealth Advisors's STWD Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Starwood Property Trust (STWD) stake by 52% in Q1 2026, buying an estimated $752K and bringing the position to 122,959 shares worth $2.12M. The position accounts for 0.36% of the portfolio, ranked #100.

Prevail Innovative Wealth Advisors first reported a position in STWD in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.49M in Q1 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

Prevail Innovative Wealth Advisors held 122,959 shares of Starwood Property Trust worth $2.12M as of Q1 2026.
Prevail Innovative Wealth Advisors bought 41,919 Starwood Property Trust shares in Q1 2026, an estimated $752K.
Starwood Property Trust made up 0.36% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Prevail Innovative Wealth Advisors first reported a position in Starwood Property Trust in Q2 2023 and has held it in 8 quarters since.
Prevail Innovative Wealth Advisors's Starwood Property Trust position peaked at $5.49M in Q1 2025.
525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.