SFS
STWD icon

Summit Financial Strategies’s Starwood Property Trust STWD Stock Holding History

Summit Financial 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 		$176K Hold
10,718
– – 0.01% 166
2026
Q1 		$185K Hold
10,718
– – 0.01% 161
2025
Q4 		$193K Hold
10,718
– – 0.02% 158
2025
Q3 		$208K Sell
10,718
-185
-2% -$3.73K 0.02% 146
2025
Q2 		$219K Hold
10,903
– – 0.02% 136
2025
Q1 		$216K Hold
10,903
– – 0.02% 135
2024
Q4 		$207K Hold
10,903
– – 0.02% 135
2024
Q3 		$222K Buy
10,903
+180
+2% +$3.59K 0.03% 134
2024
Q2 		$203K Hold
10,723
– – 0.03% 140
2024
Q1 		$218K Buy
10,723
+5
+0% +$101 0.03% 131
2023
Q4 		$225K Hold
10,718
– – 0.03% 129
2023
Q3 		$207K Hold
10,718
– – 0.04% 121
2023
Q2 		$208K Hold
10,718
– – 0.04% 120
2023
Q1 		$190K Hold
10,718
– – 0.04% 118
2022
Q4 		$196K Hold
10,718
– – 0.04% 116
2022
Q3 		$195K Hold
10,718
– – 0.05% 112
2022
Q2 		$224K Hold
10,718
– – 0.05% 107
2022
Q1 		$259K Hold
10,718
– – 0.05% 93
2021
Q4 		$260K Hold
10,718
– – 0.05% 102
2021
Q3 		$262K Hold
10,718
– – 0.05% 100
2021
Q2 		$280K Buy
+10,718
New +$273K 0.06% 96

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

Summit Financial Strategies's STWD Position: Q2 2026 in Review

Summit Financial Strategies held its Starwood Property Trust (STWD) position steady in Q2 2026 at 10,718 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #166.

Summit Financial Strategies first reported a position in STWD in Q2 2021 and has held it in 21 quarters since. The position peaked at $280K in Q2 2021. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Summit Financial Strategies held 10,718 shares of Starwood Property Trust worth $176K as of Q2 2026.
  • Summit Financial Strategies left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #166 holding.
  • Summit Financial Strategies first reported a position in Starwood Property Trust in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial Strategies's Starwood Property Trust position peaked at $280K in Q2 2021.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.