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Principal Securities’s Starwood Property Trust STWD Stock Holding History

Principal Securities’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 		$347K Buy
21,186
+6,873
+48% +$120K ﹤0.01% 1264
2026
Q1 		$246K Sell
14,313
-3,569
-20% -$64.1K ﹤0.01% 1297
2025
Q4 		$322K Buy
17,882
+4,679
+35% +$86.1K 0.01% 1117
2025
Q3 		$256K Buy
13,203
+1,296
+11% +$26.1K ﹤0.01% 1178
2025
Q2 		$239K Sell
11,907
-7,076
-37% -$137K ﹤0.01% 1158
2025
Q1 		$360K Hold
18,983
– – 0.01% 896
2024
Q4 		$360K Buy
18,983
+905
+5% +$17.9K 0.01% 892
2024
Q3 		$368K Buy
18,078
+1,427
+9% +$28.5K 0.01% 862
2024
Q2 		$315K Buy
16,651
+1,245
+8% +$24.3K 0.01% 859
2024
Q1 		$313K Buy
15,406
+2,425
+19% +$49.1K 0.01% 846
2023
Q4 		$273K Buy
+12,981
New +$255K 0.01% 830

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

Principal Securities's STWD Position: Q2 2026 in Review

Principal Securities increased its Starwood Property Trust (STWD) stake by 48% in Q2 2026, buying an estimated $120K and bringing the position to 21,186 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Principal Securities first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $368K in Q3 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Principal Securities held 21,186 shares of Starwood Property Trust worth $347K as of Q2 2026.
  • Principal Securities bought 6,873 Starwood Property Trust shares in Q2 2026, an estimated $120K.
  • Starwood Property Trust made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1264 holding.
  • Principal Securities first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Starwood Property Trust position peaked at $368K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.