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Provenance Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Provenance 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 		$315K Hold
19,248
– – 0.03% 106
2026
Q1 		$331K Hold
19,248
– – 0.04% 90
2025
Q4 		$347K Hold
19,248
– – 0.04% 83
2025
Q3 		$373K Hold
19,248
– – 0.05% 82
2025
Q2 		$386K Hold
19,248
– – 0.06% 79
2025
Q1 		$381K Hold
19,248
– – 0.05% 86
2024
Q4 		$365K Hold
19,248
– – 0.05% 109
2024
Q3 		$392K Hold
19,248
– – 0.05% 110
2024
Q2 		$365K Hold
19,248
– – 0.05% 101
2024
Q1 		$391K Buy
+19,248
New +$390K 0.06% 100

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

Provenance Wealth Advisors's STWD Position: Q2 2026 in Review

Provenance Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 19,248 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #106.

Provenance Wealth Advisors first reported a position in STWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $392K in Q3 2024. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Provenance Wealth Advisors held 19,248 shares of Starwood Property Trust worth $315K as of Q2 2026.
  • Provenance Wealth Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.03% of Provenance Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Provenance Wealth Advisors first reported a position in Starwood Property Trust in Q1 2024 and has held it in 10 quarters since.
  • Provenance Wealth Advisors's Starwood Property Trust position peaked at $392K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.