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

Stratos 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 		$879K Sell
53,669
-360
-0.7% -$6.26K 0.05% 295
2026
Q1 		$930K Sell
54,029
-732
-1% -$13.1K 0.06% 275
2025
Q4 		$986K Buy
54,761
+11,733
+27% +$216K 0.05% 310
2025
Q3 		$833K Sell
43,028
-6,971
-14% -$140K 0.04% 352
2025
Q2 		$1M Sell
49,999
-16,150
-24% -$314K 0.05% 311
2025
Q1 		$1.31M Sell
66,149
-15,099
-19% -$297K 0.07% 263
2024
Q4 		$1.54M Sell
81,248
-1,389
-2% -$27.5K 0.07% 254
2024
Q3 		$1.68M Buy
82,637
+36,493
+79% +$728K 0.08% 271
2024
Q2 		$874K Buy
46,144
+2,159
+5% +$42.1K 0.04% 353
2024
Q1 		$894K Buy
43,985
+8,626
+24% +$175K 0.05% 351
2023
Q4 		$743K Buy
35,359
+6,191
+21% +$122K 0.04% 384
2023
Q3 		$564K Buy
+29,168
New +$591K 0.04% 409

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

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

Stratos Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 0.67% in Q2 2026, selling an estimated $6.26K and leaving 53,669 shares worth $879K. The position accounts for 0.05% of the portfolio, ranked #295.

Stratos Wealth Advisors first reported a position in STWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q3 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Stratos Wealth Advisors held 53,669 shares of Starwood Property Trust worth $879K as of Q2 2026.
  • Stratos Wealth Advisors sold 360 Starwood Property Trust shares in Q2 2026, an estimated $6.26K.
  • Starwood Property Trust made up 0.05% of Stratos Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Stratos Wealth Advisors first reported a position in Starwood Property Trust in Q3 2023 and has held it in 12 quarters since.
  • Stratos Wealth Advisors's Starwood Property Trust position peaked at $1.68M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.