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Root Financial Partners’s Starwood Property Trust STWD Stock Holding History

Root Financial Partners’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 		– Sell
-1,050
Closed -$18.1K – 2839
2026
Q1 		$18.1K Buy
1,050
+750
+250% +$13.5K ﹤0.01% 1376
2025
Q4 		$5.4K Buy
+300
New +$5.52K ﹤0.01% 1742

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State Street
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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

Root Financial Partners's STWD Position: Q2 2026 in Review

Root Financial Partners sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 1,050 shares — an estimated $18.1K sold.

Root Financial Partners first reported a position in STWD in Q4 2025 and held it in 2 quarters. The position peaked at $18.1K in Q1 2026. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Root Financial Partners reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,050 Starwood Property Trust shares in Q2 2026, an estimated $18.1K.
  • Root Financial Partners first reported a position in Starwood Property Trust in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Starwood Property Trust position peaked at $18.1K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.