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Twin Peaks Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Twin Peaks Wealth 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
Q1 		$9.71K Buy
+564
New +$10.1K ﹤0.01% 1081
2025
Q3 		– Sell
-79
Closed -$1.58K – 1875
2025
Q2 		$1.58K Buy
+79
New +$1.53K ﹤0.01% 1686

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Twin Peaks Wealth Advisors's STWD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Starwood Property Trust (STWD) in Q1 2026: 564 shares worth $9.71K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in STWD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in STWD in Q2 2025 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 564 shares of Starwood Property Trust worth $9.71K as of Q1 2026.
  • Starwood Property Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Starwood Property Trust made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1081 holding.
  • Twin Peaks Wealth Advisors first reported a position in Starwood Property Trust in Q2 2025 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.