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Wealthspire Advisors (New York)’s Starwood Property Trust STWD Stock Holding History

Wealthspire Advisors (New York)’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 		$180K Buy
+10,973
New +$191K ﹤0.01% 1192
2025
Q4 		– Sell
-4,540
Closed -$87.9K – 2666
2025
Q3 		$87.9K Buy
+4,540
New +$91.4K ﹤0.01% 1045
2019
Q1 		– Sell
-8,845
Closed -$174K – 688
2018
Q4 		$174K Buy
+8,845
New +$191K 0.02% 72

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State Street
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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
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s STWD Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Starwood Property Trust (STWD) in Q2 2026: 10,973 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in STWD as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in STWD in Q4 2018 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,973 shares of Starwood Property Trust worth $180K as of Q2 2026.
  • Starwood Property Trust was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1192 holding.
  • Wealthspire Advisors (New York) first reported a position in Starwood Property Trust in Q4 2018 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.