STA
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Summit Trail Advisors’s Starwood Property Trust STWD Stock Holding History

Summit Trail 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 		– Sell
-12,088
Closed -$208K – 1512
2026
Q1 		$208K Buy
+12,088
New +$217K ﹤0.01% 1372
2025
Q4 		– Sell
-50,524
Closed -$1M – 1370
2025
Q3 		$1M Sell
50,524
-1,182
-2% -$23.8K 0.01% 831
2025
Q2 		$1.06M Buy
51,706
+3,332
+7% +$64.7K 0.02% 453
2025
Q1 		$980K Buy
48,374
+1,890
+4% +$37.1K 0.03% 162
2024
Q4 		$903K Buy
46,484
+21,469
+86% +$425K 0.03% 146
2024
Q3 		$522K Buy
25,015
+760
+3% +$15.2K 0.01% 391
2024
Q2 		$471K Sell
24,255
-231
-0.9% -$4.5K 0.01% 383
2024
Q1 		$510K Buy
24,486
+7,878
+47% +$159K 0.01% 337
2023
Q4 		$357K Buy
16,608
+212
+1% +$4.16K 0.01% 358
2023
Q3 		$325K Buy
16,396
+59
+0.4% +$1.2K 0.01% 357
2023
Q2 		$325K Buy
16,337
+547
+3% +$9.72K 0.01% 356
2023
Q1 		$287K Sell
15,790
-432
-3% -$8.34K 0.01% 325
2022
Q4 		$305K Buy
16,222
+160
+1% +$3.19K 0.01% 282
2022
Q3 		$300K Buy
16,062
+28
+0.2% +$634 0.02% 259
2022
Q2 		$343K Buy
+16,034
New +$369K 0.02% 246
2018
Q3 		– Sell
-1,225
Closed -$27K – 430
2018
Q2 		$27K Buy
+1,225
New +$26.4K 0.01% 363
2018
Q1 		– Sell
-594
Closed -$12K – 1504
2017
Q4 		$12K Buy
+594
New +$12.9K ﹤0.01% 1177

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 Trail Advisors's STWD Position: Q2 2026 in Review

Summit Trail Advisors sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 12,088 shares — an estimated $208K sold.

Summit Trail Advisors first reported a position in STWD in Q4 2017 and held it in 17 quarters. The position peaked at $1.06M in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Summit Trail Advisors reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 12,088 Starwood Property Trust shares in Q2 2026, an estimated $208K.
  • Summit Trail Advisors first reported a position in Starwood Property Trust in Q4 2017 and held it in 17 quarters.
  • Summit Trail Advisors's Starwood Property Trust position peaked at $1.06M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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