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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
Q2 		– Sell
-564
Closed -$9.71K – 1947
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 $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

Twin Peaks Wealth Advisors's STWD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 564 shares — an estimated $9.71K sold.

Twin Peaks Wealth Advisors first reported a position in STWD in Q2 2025 and held it in 2 quarters. The position peaked at $9.71K in Q1 2026. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 564 Starwood Property Trust shares in Q2 2026, an estimated $9.71K.
  • Twin Peaks Wealth Advisors first reported a position in Starwood Property Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Starwood Property Trust position peaked at $9.71K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.