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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Westbourne Investment Advisors's STWD Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Starwood Property Trust (STWD) stake by 8.2% in Q1 2026, buying an estimated $26.9K and bringing the position to 19,800 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #90.

Westbourne Investment Advisors first reported a position in STWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $356K in Q3 2025. 525 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Westbourne Investment Advisors held 19,800 shares of Starwood Property Trust worth $341K as of Q1 2026.
  • Westbourne Investment Advisors bought 1,500 Starwood Property Trust shares in Q1 2026, an estimated $26.9K.
  • Starwood Property Trust made up 0.1% of Westbourne Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Westbourne Investment Advisors first reported a position in Starwood Property Trust in Q2 2025 and has held it in 4 quarters since.
  • Westbourne Investment Advisors's Starwood Property Trust position peaked at $356K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.