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

Wealth Preservation 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
-700
Closed -$12.1K – 839
2026
Q1 		$12.1K Hold
700
– – 0.01% 389
2025
Q4 		$12.6K Hold
700
– – 0.01% 284
2025
Q3 		$13.6K Hold
700
– – 0.01% 277
2025
Q2 		$14K Hold
700
– – 0.01% 278
2025
Q1 		$13.8K Buy
+700
New +$13.8K 0.01% 293

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

Wealth Preservation Advisors's STWD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 700 shares — an estimated $12.1K sold.

Wealth Preservation Advisors first reported a position in STWD in Q1 2025 and held it in 5 quarters. The position peaked at $14K in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 700 Starwood Property Trust shares in Q2 2026, an estimated $12.1K.
  • Wealth Preservation Advisors first reported a position in Starwood Property Trust in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Starwood Property Trust position peaked at $14K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.