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

TRB 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 		– Sell
-20,000
Closed -$354K – 322
2026
Q1 		$354K Buy
+20,000
New +$359K 0.05% 187

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

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

TRB Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 20,000 shares — an estimated $354K sold.

TRB Wealth Management first reported a position in STWD in Q1 2026 and held it in 1 quarter. The position peaked at $354K in Q1 2026. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • TRB Wealth Management reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • TRB Wealth Management sold 20,000 Starwood Property Trust shares in Q2 2026, an estimated $354K.
  • TRB Wealth Management first reported a position in Starwood Property Trust in Q1 2026 and held it in 1 quarter.
  • TRB Wealth Management's Starwood Property Trust position peaked at $354K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.