TWD
STWD icon

True Wealth Design’s Starwood Property Trust STWD Stock Holding History

True Wealth Design’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 		$5.46K Buy
+333
New +$5.79K ﹤0.01% 1290
2025
Q4 		– Sell
-37
Closed -$717 – 2801
2025
Q3 		$717 Hold
37
– – ﹤0.01% 1877
2025
Q2 		$743 Buy
+37
New +$719 ﹤0.01% 1587

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

True Wealth Design's STWD Position: Q2 2026 in Review

True Wealth Design opened a new position in Starwood Property Trust (STWD) in Q2 2026: 333 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: True Wealth Design previously reported a position in STWD as recently as Q3 2025.

True Wealth Design first reported a position in STWD in Q2 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • True Wealth Design held 333 shares of Starwood Property Trust worth $5.46K as of Q2 2026.
  • Starwood Property Trust was a new True Wealth Design position in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1290 holding.
  • True Wealth Design first reported a position in Starwood Property Trust in Q2 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.