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Sound Income Strategies’s Starwood Property Trust STWD Stock Holding History

Sound Income Strategies’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 		– Sell
-1,500
Closed -$25.6K – 2167
2026
Q1 		$25.6K Buy
1,500
+400
+36% +$7.18K ﹤0.01% 1084
2025
Q4 		$20.4K Sell
1,100
-4,250
-79% -$78.2K ﹤0.01% 1141
2025
Q3 		$99K Buy
+5,350
New +$108K 0.01% 406
2023
Q4 		– Sell
-50
Closed -$968 – 1391
2023
Q3 		$968 Hold
50
– – ﹤0.01% 1007
2023
Q2 		$970 Buy
+50
New +$888 ﹤0.01% 978
2022
Q1 		– Sell
-250
Closed -$6K – 934
2021
Q4 		$6K Buy
+250
New +$6.3K ﹤0.01% 568
2018
Q4 		– Sell
-350
Closed -$8K – 794
2018
Q3 		$8K Hold
350
– – ﹤0.01% 392
2018
Q2 		$8K Buy
+350
New +$7.53K ﹤0.01% 360

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

Sound Income Strategies's STWD Position: Q2 2026 in Review

Sound Income Strategies sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 1,500 shares — an estimated $25.6K sold.

Sound Income Strategies first reported a position in STWD in Q2 2018 and held it in 8 quarters. The position peaked at $99K in Q3 2025. 355 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Sound Income Strategies reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,500 Starwood Property Trust shares in Q2 2026, an estimated $25.6K.
  • Sound Income Strategies first reported a position in Starwood Property Trust in Q2 2018 and held it in 8 quarters.
  • Sound Income Strategies's Starwood Property Trust position peaked at $99K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.