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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SOA Wealth Advisors's STWD Position: Q1 2026 in Review

SOA Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q1 2026 at 940 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

SOA Wealth Advisors first reported a position in STWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.8K in Q4 2023. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • SOA Wealth Advisors held 940 shares of Starwood Property Trust worth $16.2K as of Q1 2026.
  • SOA Wealth Advisors left its Starwood Property Trust share count unchanged in Q1 2026.
  • Starwood Property Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #524 holding.
  • SOA Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 10 quarters since.
  • SOA Wealth Advisors's Starwood Property Trust position peaked at $19.8K in Q4 2023.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.