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Waterloo Capital’s Starwood Property Trust STWD Stock Holding History

Waterloo Capital’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 		$3.28M Buy
200,390
+5,090
+3% +$88.6K 0.18% 115
2026
Q1 		$3.36M Buy
195,300
+3,689
+2% +$66.2K 0.24% 98
2025
Q4 		$3.45M Buy
191,611
+5,197
+3% +$95.6K 0.25% 97
2025
Q3 		$3.61M Buy
186,414
+10,235
+6% +$206K 0.27% 94
2025
Q2 		$3.54M Buy
176,179
+13,275
+8% +$258K 0.29% 85
2025
Q1 		$3.22M Buy
162,904
+14,039
+9% +$276K 0.3% 90
2024
Q4 		$2.82M Buy
148,865
+10,793
+8% +$214K 0.3% 86
2024
Q3 		$2.81M Buy
138,072
+6,363
+5% +$127K 0.31% 81
2024
Q2 		$2.49M Buy
131,709
+10,528
+9% +$205K 0.3% 81
2024
Q1 		$2.46M Buy
121,181
+22,544
+23% +$456K 0.31% 81
2023
Q4 		$2.07M Buy
+98,637
New +$1.94M 0.34% 74

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

Waterloo Capital's STWD Position: Q2 2026 in Review

Waterloo Capital increased its Starwood Property Trust (STWD) stake by 2.6% in Q2 2026, buying an estimated $88.6K and bringing the position to 200,390 shares worth $3.28M. The position accounts for 0.18% of the portfolio, ranked #115.

Waterloo Capital first reported a position in STWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Waterloo Capital held 200,390 shares of Starwood Property Trust worth $3.28M as of Q2 2026.
  • Waterloo Capital bought 5,090 Starwood Property Trust shares in Q2 2026, an estimated $88.6K.
  • Starwood Property Trust made up 0.18% of Waterloo Capital's portfolio in Q2 2026, its #115 holding.
  • Waterloo Capital first reported a position in Starwood Property Trust in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's Starwood Property Trust position peaked at $3.61M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.