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Prospera Financial Services’s Starwood Property Trust STWD Stock Holding History

Prospera Financial 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 		$360K Buy
21,975
+792
+4% +$13.8K 0.01% 1174
2026
Q1 		$365K Buy
21,183
+686
+3% +$12.3K 0.01% 1128
2025
Q4 		$369K Buy
20,497
+1,288
+7% +$23.7K 0.01% 1057
2025
Q3 		$372K Sell
19,209
-445
-2% -$8.96K 0.01% 1071
2025
Q2 		$395K Buy
19,654
+837
+4% +$16.3K 0.01% 996
2025
Q1 		$372K Buy
18,817
+735
+4% +$14.4K 0.01% 903
2024
Q4 		$343K Buy
18,082
+2,234
+14% +$44.3K 0.01% 877
2024
Q3 		$323K Buy
15,848
+1,267
+9% +$25.3K 0.01% 894
2024
Q2 		$276K Buy
14,581
+2,520
+21% +$49.1K 0.01% 949
2024
Q1 		$245K Buy
12,061
+1,148
+11% +$23.2K 0.01% 973
2023
Q4 		$229K Buy
+10,913
New +$214K 0.01% 956
2023
Q3 		– Sell
-12,770
Closed -$248K – 1058
2023
Q2 		$248K Buy
12,770
+902
+8% +$16K 0.01% 879
2023
Q1 		$210K Buy
11,868
+1,384
+13% +$26.7K 0.01% 891
2022
Q4 		$192K Buy
+10,484
New +$209K 0.01% 848
2022
Q3 		– Sell
-6,705
Closed -$140K – 1499
2022
Q2 		$140K Sell
6,705
-2,412
-26% -$55.5K 0.01% 817
2022
Q1 		$220K Buy
+9,117
New +$220K 0.01% 860
2020
Q4 		– Sell
-1,958
Closed -$30K – 1460
2020
Q3 		$30K Buy
+1,958
New +$29.9K 0.01% 778
2014
Q4 		– Sell
-19,348
Closed -$425K – 316
2014
Q3 		$425K Buy
+19,348
New +$453K 0.11% 146

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

Prospera Financial Services's STWD Position: Q2 2026 in Review

Prospera Financial Services increased its Starwood Property Trust (STWD) stake by 3.7% in Q2 2026, buying an estimated $13.8K and bringing the position to 21,975 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1174.

Prospera Financial Services first reported a position in STWD in Q3 2014 and has held it in 18 quarters since. The position peaked at $425K in Q3 2014. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Prospera Financial Services held 21,975 shares of Starwood Property Trust worth $360K as of Q2 2026.
  • Prospera Financial Services bought 792 Starwood Property Trust shares in Q2 2026, an estimated $13.8K.
  • Starwood Property Trust made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1174 holding.
  • Prospera Financial Services first reported a position in Starwood Property Trust in Q3 2014 and has held it in 18 quarters since.
  • Prospera Financial Services's Starwood Property Trust position peaked at $425K in Q3 2014.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.