Wealth Enhancement Advisory Services’s Starwood Property Trust STWD Stock Holding History

Wealth Enhancement Advisory Services’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	$1.81M	Sell	108,870 -181,040	-62%	-$3.15M	﹤0.01%	1644
2026 Q1	$4.99M	Sell	289,910 -210,768	-42%	-$3.78M	0.01%	903
2025 Q4	$9.2M	Buy	500,678 +113,245	+29%	+$2.08M	0.01%	727
2025 Q3	$7.33M	Buy	387,433 +28,973	+8%	+$583K	0.01%	777
2025 Q2	$7.43M	Buy	358,460 +85,302	+31%	+$1.66M	0.01%	733
2025 Q1	$5.4M	Buy	273,158 +1,847	+0.7%	+$36.3K	0.01%	809
2024 Q4	$5.14M	Buy	271,311 +10,707	+4%	+$212K	0.01%	792
2024 Q3	$5.31M	Sell	260,604 -12,381	-5%	-$247K	0.01%	700
2024 Q2	$5.17M	Sell	272,985 -11,102	-4%	-$216K	0.01%	678
2024 Q1	$5.78M	Sell	284,087 -10,648	-4%	-$216K	0.01%	626
2023 Q4	$6.2M	Sell	294,735 -20,809	-7%	-$409K	0.02%	554
2023 Q3	$6.11M	Buy	+315,544	New	+$6.4M	0.02%	529

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

Wealth Enhancement Advisory Services's STWD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Starwood Property Trust (STWD) stake by 62% in Q2 2026, selling an estimated $3.15M and leaving 108,870 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Wealth Enhancement Advisory Services first reported a position in STWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.2M in Q4 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Wealth Enhancement Advisory Services held 108,870 shares of Starwood Property Trust worth $1.81M as of Q2 2026.
Wealth Enhancement Advisory Services sold 181,040 Starwood Property Trust shares in Q2 2026, an estimated $3.15M.
Starwood Property Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1644 holding.
Wealth Enhancement Advisory Services first reported a position in Starwood Property Trust in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Starwood Property Trust position peaked at $9.2M in Q4 2025.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.