SWIM
STWD icon

Smallwood Wealth Investment Management’s Starwood Property Trust STWD Stock Holding History

Smallwood Wealth Investment 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 		$32.8K Hold
2,000
– – 0.01% 232
2026
Q1 		$34.4K Hold
2,000
– – 0.02% 210
2025
Q4 		$36K Hold
2,000
– – 0.02% 209
2025
Q3 		$38.7K Hold
2,000
– – 0.02% 204
2025
Q2 		$40.1K Hold
2,000
– – 0.02% 187
2025
Q1 		$39.5K Buy
+2,000
New +$39.3K 0.02% 182

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 $3.38T AUM 44.17% 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
Advisors Capital Management
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

Smallwood Wealth Investment Management's STWD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Starwood Property Trust (STWD) position steady in Q2 2026 at 2,000 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #232.

Smallwood Wealth Investment Management first reported a position in STWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.1K in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,000 shares of Starwood Property Trust worth $32.8K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #232 holding.
  • Smallwood Wealth Investment Management first reported a position in Starwood Property Trust in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Starwood Property Trust position peaked at $40.1K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.