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 Q2	–	Sell	-122,959	Closed	-$2.12M	–	238
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Prevail Innovative Wealth Advisors's STWD Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 122,959 shares — an estimated $2.12M sold.

Prevail Innovative Wealth Advisors first reported a position in STWD in Q2 2023 and held it in 8 quarters. The position peaked at $5.49M in Q1 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 122,959 Starwood Property Trust shares in Q2 2026, an estimated $2.12M.
Prevail Innovative Wealth Advisors first reported a position in Starwood Property Trust in Q2 2023 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Starwood Property Trust position peaked at $5.49M in Q1 2025.
521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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