SOA Wealth Advisors
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SOA Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

SOA Wealth Advisors’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
Q3 		$12.7K Hold
940
– – ﹤0.01% 560
2026
Q2 		$15.4K Hold
940
– – ﹤0.01% 554
2026
Q1 		$16.2K Hold
940
– – ﹤0.01% 524
2025
Q4 		$16.9K Hold
940
– – ﹤0.01% 529
2025
Q3 		$18.2K Hold
940
– – ﹤0.01% 532
2025
Q2 		$18.9K Hold
940
– – ﹤0.01% 513
2025
Q1 		$18.6K Hold
940
– – ﹤0.01% 484
2024
Q4 		$17.8K Hold
940
– – ﹤0.01% 471
2024
Q3 		$19.2K Hold
940
– – ﹤0.01% 455
2024
Q2 		$17.8K Hold
940
– – ﹤0.01% 456
2024
Q1 		$19.1K Hold
940
– – ﹤0.01% 448
2023
Q4 		$19.8K Buy
+940
New +$18.5K ﹤0.01% 433

Other funds holding STWD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

SOA Wealth Advisors's STWD Position: Q3 2026 in Review

SOA Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q3 2026 at 940 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

SOA Wealth Advisors first reported a position in STWD in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.8K in Q4 2023. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • SOA Wealth Advisors held 940 shares of Starwood Property Trust worth $12.7K as of Q3 2026.
  • SOA Wealth Advisors left its Starwood Property Trust share count unchanged in Q3 2026.
  • Starwood Property Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #560 holding.
  • SOA Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 12 quarters since.
  • SOA Wealth Advisors's Starwood Property Trust position peaked at $19.8K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.