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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
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 $6.73T 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 $104B AUM 28.3% 1-Year Est. Return

SOA Wealth Advisors's STWD Position: Q2 2026 in Review

SOA Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 940 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

SOA Wealth Advisors first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8K in Q4 2023. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • SOA Wealth Advisors held 940 shares of Starwood Property Trust worth $15.4K as of Q2 2026.
  • SOA Wealth Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #554 holding.
  • SOA Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • SOA Wealth Advisors's Starwood Property Trust position peaked at $19.8K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.