United Advisor Group’s Starwood Property Trust STWD Stock Holding History

United Advisor Group’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	$2.9M	Buy	176,974 +3,257	+2%	+$56.7K	0.31%	90
2026 Q1	$2.99M	Buy	173,717 +12,389	+8%	+$222K	0.37%	68
2025 Q4	$2.91M	Sell	161,328 -2,397	-1%	-$44.1K	0.36%	72
2025 Q3	$3.17M	Buy	163,725 +10,166	+7%	+$205K	0.43%	62
2025 Q2	$3.08M	Buy	153,559 +3,959	+3%	+$76.9K	0.53%	50
2025 Q1	$2.96M	Buy	149,600 +5,616	+4%	+$110K	0.61%	42
2024 Q4	$2.73M	Buy	143,984 +16,960	+13%	+$336K	0.54%	47
2024 Q3	$2.59M	Buy	127,024 +6,925	+6%	+$138K	0.59%	43
2024 Q2	$2.27M	Buy	120,099 +16,863	+16%	+$329K	0.71%	35
2024 Q1	$2.1M	Buy	+103,236	New	+$2.09M	0.79%	32

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

United Advisor Group's STWD Position: Q2 2026 in Review

United Advisor Group increased its Starwood Property Trust (STWD) stake by 1.9% in Q2 2026, buying an estimated $56.7K and bringing the position to 176,974 shares worth $2.9M. The position accounts for 0.31% of the portfolio, ranked #90.

United Advisor Group first reported a position in STWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.17M in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

United Advisor Group held 176,974 shares of Starwood Property Trust worth $2.9M as of Q2 2026.
United Advisor Group bought 3,257 Starwood Property Trust shares in Q2 2026, an estimated $56.7K.
Starwood Property Trust made up 0.31% of United Advisor Group's portfolio in Q2 2026, its #90 holding.
United Advisor Group first reported a position in Starwood Property Trust in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Starwood Property Trust position peaked at $3.17M in Q3 2025.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.