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WealthTrust Axiom’s Starwood Property Trust STWD Stock Holding History

WealthTrust Axiom’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 		$823K Buy
50,216
+3,362
+7% +$58.5K 0.18% 110
2026
Q1 		$807K Buy
46,854
+2,311
+5% +$41.5K 0.2% 102
2025
Q4 		$802K Buy
44,543
+1,160
+3% +$21.3K 0.21% 100
2025
Q3 		$840K Buy
43,383
+11,609
+37% +$234K 0.23% 93
2025
Q2 		$638K Buy
31,774
+69
+0.2% +$1.34K 0.19% 112
2025
Q1 		$627K Buy
31,705
+930
+3% +$18.3K 0.19% 109
2024
Q4 		$583K Buy
30,775
+20,850
+210% +$413K 0.17% 117
2024
Q3 		$202K Buy
+9,925
New +$198K 0.06% 235

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

WealthTrust Axiom's STWD Position: Q2 2026 in Review

WealthTrust Axiom increased its Starwood Property Trust (STWD) stake by 7.2% in Q2 2026, buying an estimated $58.5K and bringing the position to 50,216 shares worth $823K. The position accounts for 0.18% of the portfolio, ranked #110.

WealthTrust Axiom first reported a position in STWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $840K in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • WealthTrust Axiom held 50,216 shares of Starwood Property Trust worth $823K as of Q2 2026.
  • WealthTrust Axiom bought 3,362 Starwood Property Trust shares in Q2 2026, an estimated $58.5K.
  • Starwood Property Trust made up 0.18% of WealthTrust Axiom's portfolio in Q2 2026, its #110 holding.
  • WealthTrust Axiom first reported a position in Starwood Property Trust in Q3 2024 and has held it in 8 quarters since.
  • WealthTrust Axiom's Starwood Property Trust position peaked at $840K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.