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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
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 $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

Western Pacific Wealth Management's STWD Position: Q1 2026 in Review

Western Pacific Wealth Management held its Starwood Property Trust (STWD) position steady in Q1 2026 at 2,139 shares worth $36.8K. The position accounts for 0.04% of the portfolio, ranked #130.

Western Pacific Wealth Management first reported a position in STWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $63K in Q1 2022. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Western Pacific Wealth Management held 2,139 shares of Starwood Property Trust worth $36.8K as of Q1 2026.
  • Western Pacific Wealth Management left its Starwood Property Trust share count unchanged in Q1 2026.
  • Starwood Property Trust made up 0.04% of Western Pacific Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Western Pacific Wealth Management first reported a position in Starwood Property Trust in Q4 2021 and has held it in 18 quarters since.
  • Western Pacific Wealth Management's Starwood Property Trust position peaked at $63K in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.