WIA
STWD icon

Westbourne Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Westbourne Investment 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 		$324K Hold
19,800
– – 0.09% 94
2026
Q1 		$341K Buy
19,800
+1,500
+8% +$26.9K 0.1% 90
2025
Q4 		$330K Sell
18,300
-100
-0.5% -$1.84K 0.09% 89
2025
Q3 		$356K Buy
18,400
+1,200
+7% +$24.2K 0.1% 88
2025
Q2 		$345K Buy
+17,200
New +$334K 0.1% 86

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

Westbourne Investment Advisors's STWD Position: Q2 2026 in Review

Westbourne Investment Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 19,800 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #94.

Westbourne Investment Advisors first reported a position in STWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $356K in Q3 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Westbourne Investment Advisors held 19,800 shares of Starwood Property Trust worth $324K as of Q2 2026.
  • Westbourne Investment Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
  • Starwood Property Trust made up 0.09% of Westbourne Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Westbourne Investment Advisors first reported a position in Starwood Property Trust in Q2 2025 and has held it in 5 quarters since.
  • Westbourne Investment Advisors's Starwood Property Trust position peaked at $356K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.