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Retirement Wealth Solutions’s Starwood Property Trust STWD Stock Holding History

Retirement Wealth Solutions’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 		$3.32K Buy
203
+69
+51% +$1.2K ﹤0.01% 426
2026
Q1 		$2.31K Sell
134
-12
-8% -$215 ﹤0.01% 471
2025
Q4 		$2.63K Sell
146
-46
-24% -$846 ﹤0.01% 414
2025
Q3 		$3.72K Sell
192
-246
-56% -$4.95K ﹤0.01% 358
2025
Q2 		$8.79K Hold
438
– – 0.01% 250
2025
Q1 		$8.66K Hold
438
– – 0.01% 238
2024
Q4 		$8.06K Buy
+438
New +$8.68K 0.01% 248

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

Retirement Wealth Solutions's STWD Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Starwood Property Trust (STWD) stake by 51% in Q2 2026, buying an estimated $1.2K and bringing the position to 203 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Retirement Wealth Solutions first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.79K in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Retirement Wealth Solutions held 203 shares of Starwood Property Trust worth $3.32K as of Q2 2026.
  • Retirement Wealth Solutions bought 69 Starwood Property Trust shares in Q2 2026, an estimated $1.2K.
  • Starwood Property Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #426 holding.
  • Retirement Wealth Solutions first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Starwood Property Trust position peaked at $8.79K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.