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Regal Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Regal Investment 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 		$379K Buy
23,110
+8,983
+64% +$156K 0.02% 514
2026
Q1 		$243K Buy
+14,127
New +$254K 0.01% 578
2013
Q3 		– Sell
-797
Closed -$16K – 932
2013
Q2 		$16K Buy
+797
New +$17K 0.01% 503

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

Regal Investment Advisors's STWD Position: Q2 2026 in Review

Regal Investment Advisors increased its Starwood Property Trust (STWD) stake by 64% in Q2 2026, buying an estimated $156K and bringing the position to 23,110 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #514.

Regal Investment Advisors first reported a position in STWD in Q2 2013 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Regal Investment Advisors held 23,110 shares of Starwood Property Trust worth $379K as of Q2 2026.
  • Regal Investment Advisors bought 8,983 Starwood Property Trust shares in Q2 2026, an estimated $156K.
  • Starwood Property Trust made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #514 holding.
  • Regal Investment Advisors first reported a position in Starwood Property Trust in Q2 2013 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.