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Western Pacific Wealth Management’s Starwood Property Trust STWD Stock Holding History

Western Pacific Wealth 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 		$16.8K Sell
1,026
-1,113
-52% -$19.4K 0.02% 150
2026
Q1 		$36.8K Hold
2,139
– – 0.04% 130
2025
Q4 		$38.5K Hold
2,139
– – 0.04% 118
2025
Q3 		$41.4K Hold
2,139
– – 0.04% 131
2025
Q2 		$42.9K Sell
2,139
-495
-19% -$9.62K 0.04% 137
2025
Q1 		$52.1K Hold
2,634
– – 0.05% 128
2024
Q4 		$49.9K Buy
2,634
+5
+0.2% +$99 0.04% 141
2024
Q3 		$53.6K Buy
2,629
+4
+0.2% +$80 0.04% 162
2024
Q2 		$49.7K Buy
2,625
+4
+0.2% +$78 0.04% 144
2024
Q1 		$53.3K Buy
2,621
+4
+0.2% +$81 0.04% 141
2023
Q4 		$55K Buy
2,617
+4
+0.2% +$79 0.04% 138
2023
Q3 		$50.6K Hold
2,613
– – 0.04% 135
2023
Q2 		$50.7K Hold
2,613
– – 0.04% 140
2023
Q1 		$46.2K Hold
2,613
– – 0.04% 150
2022
Q4 		$47.9K Hold
2,613
– – 0.04% 134
2022
Q3 		$47K Hold
2,613
– – 0.05% 102
2022
Q2 		$54K Hold
2,613
– – 0.05% 71
2022
Q1 		$63K Hold
2,613
– – 0.05% 80
2021
Q4 		$63K Buy
+2,613
New +$65.9K 0.04% 96

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

Western Pacific Wealth Management's STWD Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Starwood Property Trust (STWD) stake by 52% in Q2 2026, selling an estimated $19.4K and leaving 1,026 shares worth $16.8K. The position accounts for 0.02% of the portfolio, ranked #150.

Western Pacific Wealth Management first reported a position in STWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $63K in Q1 2022. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Western Pacific Wealth Management held 1,026 shares of Starwood Property Trust worth $16.8K as of Q2 2026.
  • Western Pacific Wealth Management sold 1,113 Starwood Property Trust shares in Q2 2026, an estimated $19.4K.
  • Starwood Property Trust made up 0.02% of Western Pacific Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Western Pacific Wealth Management first reported a position in Starwood Property Trust in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Starwood Property Trust position peaked at $63K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.