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Tradition Wealth Management’s Starwood Property Trust STWD Stock Holding History

Tradition Wealth Management’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 		$221K Buy
13,504
+348
+3% +$6.06K 0.01% 482
2026
Q1 		$227K Buy
+13,156
New +$236K 0.02% 445
2024
Q1 		– Sell
-2,617
Closed -$55K – 1084
2023
Q4 		$55K Sell
2,617
-398
-13% -$7.82K 0.01% 601
2023
Q3 		$58K Buy
3,015
+65
+2% +$1.32K 0.01% 569
2023
Q2 		$57K Sell
2,950
-849
-22% -$15.1K 0.01% 590
2023
Q1 		$67K Sell
3,799
-3,033
-44% -$58.6K 0.01% 544
2022
Q4 		$125K Sell
6,832
-1,802
-21% -$35.9K 0.02% 329
2022
Q3 		$157K Buy
8,634
+118
+1% +$2.67K 0.02% 294
2022
Q2 		$178K Buy
8,516
+417
+5% +$9.59K 0.03% 278
2022
Q1 		$196K Buy
8,099
+1,081
+15% +$26.1K 0.03% 295
2021
Q4 		$171K Buy
7,018
+3,163
+82% +$79.8K 0.02% 325
2021
Q3 		$94K Buy
3,855
+1,195
+45% +$30.6K 0.01% 385
2021
Q2 		$70K Buy
2,660
+739
+38% +$18.8K 0.01% 458
2021
Q1 		$48K Sell
1,921
-3,552
-65% -$76.9K 0.01% 447
2020
Q4 		$106K Buy
+5,473
New +$93.1K 0.02% 300

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 $103B AUM 28.65% 1-Year Est. Return

Tradition Wealth Management's STWD Position: Q2 2026 in Review

Tradition Wealth Management increased its Starwood Property Trust (STWD) stake by 2.6% in Q2 2026, buying an estimated $6.06K and bringing the position to 13,504 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #482.

Tradition Wealth Management first reported a position in STWD in Q4 2020 and has held it in 15 quarters since. The position peaked at $227K in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Tradition Wealth Management held 13,504 shares of Starwood Property Trust worth $221K as of Q2 2026.
  • Tradition Wealth Management bought 348 Starwood Property Trust shares in Q2 2026, an estimated $6.06K.
  • Starwood Property Trust made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Tradition Wealth Management first reported a position in Starwood Property Trust in Q4 2020 and has held it in 15 quarters since.
  • Tradition Wealth Management's Starwood Property Trust position peaked at $227K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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