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WCG Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

WCG 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
Q1 		$330K Sell
19,192
-272
-1% -$4.88K 0.01% 499
2025
Q4 		$351K Buy
+19,464
New +$358K 0.01% 478
2024
Q2 		– Sell
-13,332
Closed -$271K – 302
2024
Q1 		$271K Sell
13,332
-400
-3% -$8.1K 0.02% 251
2023
Q4 		$289K Buy
+13,732
New +$270K 0.02% 283

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WCG Wealth Advisors's STWD Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 1.4% in Q1 2026, selling an estimated $4.88K and leaving 19,192 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #499.

WCG Wealth Advisors first reported a position in STWD in Q4 2023 and has held it in 4 quarters since. The position peaked at $351K in Q4 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • WCG Wealth Advisors held 19,192 shares of Starwood Property Trust worth $330K as of Q1 2026.
  • WCG Wealth Advisors sold 272 Starwood Property Trust shares in Q1 2026, an estimated $4.88K.
  • Starwood Property Trust made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #499 holding.
  • WCG Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Starwood Property Trust position peaked at $351K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.