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SkyOak Wealth’s Starwood Property Trust STWD Stock Holding History

SkyOak Wealth’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 		$5.65M Sell
344,871
-1,927
-0.6% -$33.5K 0.92% 32
2026
Q1 		$5.97M Buy
346,798
+33,655
+11% +$604K 1.09% 30
2025
Q4 		$5.64M Buy
313,143
+31,415
+11% +$578K 1.01% 32
2025
Q3 		$5.46M Buy
281,728
+74,573
+36% +$1.5M 1.03% 31
2025
Q2 		$4.16M Buy
207,155
+4,983
+2% +$96.8K 0.84% 34
2025
Q1 		$4M Buy
202,172
+19,619
+11% +$386K 0.88% 33
2024
Q4 		$3.46M Buy
182,553
+23,723
+15% +$470K 0.74% 37
2024
Q3 		$3.24M Buy
158,830
+16,049
+11% +$320K 0.72% 39
2024
Q2 		$2.7M Buy
142,781
+17,024
+14% +$332K 0.63% 43
2024
Q1 		$2.56M Sell
125,757
-4,311
-3% -$87.3K 0.61% 43
2023
Q4 		$2.73M Sell
130,068
-2,193
-2% -$43.1K 0.71% 34
2023
Q3 		$2.56M Sell
132,261
-1,242
-0.9% -$25.2K 0.75% 35
2023
Q2 		$2.59M Sell
133,503
-695
-0.5% -$12.3K 0.73% 37
2023
Q1 		$2.37M Buy
134,198
+13,596
+11% +$263K 0.72% 36
2022
Q4 		$2.21M Buy
120,602
+10,368
+9% +$207K 0.74% 36
2022
Q3 		$2.01M Buy
110,234
+1,757
+2% +$39.8K 0.72% 39
2022
Q2 		$2.27M Sell
108,477
-2,037
-2% -$46.8K 0.77% 37
2022
Q1 		$2.67M Sell
110,514
-1,662
-1% -$40.2K 0.74% 39
2021
Q4 		$2.73M Sell
112,176
-440
-0.4% -$11.1K 0.69% 45
2021
Q3 		$2.75M Buy
112,616
+560
+0.5% +$14.3K 0.74% 35
2021
Q2 		$2.93M Buy
112,056
+1,362
+1% +$34.7K 0.78% 32
2021
Q1 		$2.86M Sell
110,694
-79
-0.1% -$1.71K 0.8% 33
2020
Q4 		$2.14M Buy
110,773
+1,703
+2% +$29K 0.66% 49
2020
Q3 		$1.65M Sell
109,070
-9,938
-8% -$152K 0.59% 54
2020
Q2 		$1.78M Sell
119,008
-15,185
-11% -$204K 0.66% 41
2020
Q1 		$1.38M Sell
134,193
-11,879
-8% -$260K 0.7% 39
2019
Q4 		$3.63M Buy
+146,072
New +$3.57M 1.13% 20

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

SkyOak Wealth's STWD Position: Q2 2026 in Review

SkyOak Wealth reduced its Starwood Property Trust (STWD) stake by 0.56% in Q2 2026, selling an estimated $33.5K and leaving 344,871 shares worth $5.65M. The position accounts for 0.92% of the portfolio, ranked #32.

SkyOak Wealth first reported a position in STWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.97M in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • SkyOak Wealth held 344,871 shares of Starwood Property Trust worth $5.65M as of Q2 2026.
  • SkyOak Wealth sold 1,927 Starwood Property Trust shares in Q2 2026, an estimated $33.5K.
  • Starwood Property Trust made up 0.92% of SkyOak Wealth's portfolio in Q2 2026, its #32 holding.
  • SkyOak Wealth first reported a position in Starwood Property Trust in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Starwood Property Trust position peaked at $5.97M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.