WealthBridge Capital Management’s Starwood Property Trust STWD Stock Holding History

WealthBridge Capital Management’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	$738K	Sell	45,045 -15,026	-25%	-$261K	0.15%	106
2026 Q1	$1.03M	Buy	60,071 +8,509	+17%	+$153K	0.24%	77
2025 Q4	$929K	Buy	51,562 +976	+2%	+$18K	0.21%	79
2025 Q3	$980K	Buy	50,586 +351	+0.7%	+$7.07K	0.23%	79
2025 Q2	$1.01M	Buy	50,235 +68	+0.1%	+$1.32K	0.26%	74
2025 Q1	$992K	Buy	50,167 +4,871	+11%	+$95.7K	0.28%	69
2024 Q4	$858K	Buy	45,296 +2,374	+6%	+$47K	0.24%	78
2024 Q3	$875K	Buy	42,922 +5,397	+14%	+$108K	0.25%	74
2024 Q2	$711K	Buy	37,525 +1,012	+3%	+$19.7K	0.23%	79
2024 Q1	$742K	Buy	36,513 +4,589	+14%	+$92.9K	0.25%	71
2023 Q4	$671K	Buy	31,924 +359	+1%	+$7.05K	0.25%	73
2023 Q3	$611K	Buy	31,565 +1,446	+5%	+$29.3K	0.25%	77
2023 Q2	$584K	Buy	30,119 +2,141	+8%	+$38K	0.23%	82
2023 Q1	$495K	Sell	27,978 -208	-0.7%	-$4.02K	0.2%	100
2022 Q4	$517K	Buy	+28,186	New	+$561K	0.22%	95
2019 Q2	–	Sell	-2,000	Closed	-$45K	–	767
2019 Q1	$45K	Hold	2,000	–	–	0.03%	306
2018 Q4	$39K	Buy	+2,000	New	+$43.1K	0.03%	290

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

WealthBridge Capital Management's STWD Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Starwood Property Trust (STWD) stake by 25% in Q2 2026, selling an estimated $261K and leaving 45,045 shares worth $738K. The position accounts for 0.15% of the portfolio, ranked #106.

WealthBridge Capital Management first reported a position in STWD in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.03M in Q1 2026. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

WealthBridge Capital Management held 45,045 shares of Starwood Property Trust worth $738K as of Q2 2026.
WealthBridge Capital Management sold 15,026 Starwood Property Trust shares in Q2 2026, an estimated $261K.
Starwood Property Trust made up 0.15% of WealthBridge Capital Management's portfolio in Q2 2026, its #106 holding.
WealthBridge Capital Management first reported a position in Starwood Property Trust in Q4 2018 and has held it in 17 quarters since.
WealthBridge Capital Management's Starwood Property Trust position peaked at $1.03M in Q1 2026.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.