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United Capital Financial Advisors’s Starwood Property Trust STWD Stock Holding History

United Capital Financial 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
-18,233
Closed -$314K – 1731
2026
Q1 		$314K Buy
+18,233
New +$327K ﹤0.01% 1326
2023
Q4 		– Sell
-11,949
Closed -$231K – 1121
2023
Q3 		$231K Sell
11,949
-1,235
-9% -$25K ﹤0.01% 775
2023
Q2 		$256K Buy
+13,184
New +$234K ﹤0.01% 805
2022
Q4 		– Sell
-11,601
Closed -$211K – 1105
2022
Q3 		$211K Buy
+11,601
New +$263K ﹤0.01% 1008
2019
Q3 		– Sell
-16,892
Closed -$384K – 1468
2019
Q2 		$384K Sell
16,892
-6
-0% -$136 ﹤0.01% 1127
2019
Q1 		$379K Buy
16,898
+6,098
+56% +$133K ﹤0.01% 1059
2018
Q4 		$213K Sell
10,800
-1,048
-9% -$22.6K ﹤0.01% 1184
2018
Q3 		$255K Buy
11,848
+119
+1% +$2.63K ﹤0.01% 1172
2018
Q2 		$258K Sell
11,729
-1,089
-8% -$23.4K ﹤0.01% 1145
2018
Q1 		$269K Sell
12,818
-73
-0.6% -$1.51K ﹤0.01% 1130
2017
Q4 		$275K Sell
12,891
-188
-1% -$4.07K ﹤0.01% 1146
2017
Q3 		$284K Sell
13,079
-104
-0.8% -$2.29K ﹤0.01% 1128
2017
Q2 		$295K Buy
13,183
+340
+3% +$7.6K ﹤0.01% 1078
2017
Q1 		$290K Sell
12,843
-2,369
-16% -$53.5K ﹤0.01% 1057
2016
Q4 		$334K Sell
15,212
-11,168
-42% -$246K ﹤0.01% 1018
2016
Q3 		$594K Sell
26,380
-2,255
-8% -$49.9K 0.01% 910
2016
Q2 		$601K Sell
28,635
-3,601
-11% -$71.8K 0.01% 863
2016
Q1 		$610K Sell
32,236
-209
-0.6% -$3.88K 0.01% 821
2015
Q4 		$667K Sell
32,445
-3,295
-9% -$67.7K 0.01% 811
2015
Q3 		$733K Buy
+35,740
New +$774K 0.01% 777

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

United Capital Financial Advisors's STWD Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 18,233 shares — an estimated $314K sold.

United Capital Financial Advisors first reported a position in STWD in Q3 2015 and held it in 20 quarters. The position peaked at $733K in Q3 2015. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,233 Starwood Property Trust shares in Q2 2026, an estimated $314K.
  • United Capital Financial Advisors first reported a position in Starwood Property Trust in Q3 2015 and held it in 20 quarters.
  • United Capital Financial Advisors's Starwood Property Trust position peaked at $733K in Q3 2015.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.