Vision Financial Markets’s Starwood Property Trust STWD Stock Holding History

Vision Financial Markets’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	$617K	Hold	37,700	–	–	0.54%	30
2026 Q1	$649K	Sell	37,700 -4,000	-10%	-$71.8K	0.63%	30
2025 Q4	$751K	Hold	41,700	–	–	0.77%	24
2025 Q3	$808K	Hold	41,700	–	–	0.69%	32
2025 Q2	$837K	Sell	41,700 -3,000	-7%	-$58.3K	0.79%	25
2025 Q1	$884K	Sell	44,700 -750	-2%	-$14.7K	0.96%	21
2024 Q4	$861K	Buy	+45,450	New	+$900K	0.92%	21

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

Vision Financial Markets's STWD Position: Q2 2026 in Review

Vision Financial Markets held its Starwood Property Trust (STWD) position steady in Q2 2026 at 37,700 shares worth $617K. The position accounts for 0.54% of the portfolio, ranked #30.

Vision Financial Markets first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q1 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Vision Financial Markets held 37,700 shares of Starwood Property Trust worth $617K as of Q2 2026.
Vision Financial Markets left its Starwood Property Trust share count unchanged in Q2 2026.
Starwood Property Trust made up 0.54% of Vision Financial Markets's portfolio in Q2 2026, its #30 holding.
Vision Financial Markets first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Starwood Property Trust position peaked at $884K in Q1 2025.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.