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SHP Wealth Management’s Starwood Property Trust STWD Stock Holding History

SHP Wealth Management’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 		$6.72K Buy
+410
New +$7.13K ﹤0.01% 1088

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

SHP Wealth Management's STWD Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Starwood Property Trust (STWD) in Q2 2026: 410 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings.

517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • SHP Wealth Management held 410 shares of Starwood Property Trust worth $6.72K as of Q2 2026.
  • Starwood Property Trust was a new SHP Wealth Management position in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1088 holding.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.