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Westmount Partners’s Starwood Property Trust STWD Stock Holding History

Westmount Partners’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 		$231K Buy
14,074
+297
+2% +$5.17K 0.05% 240
2026
Q1 		$237K Buy
13,777
+102
+0.7% +$1.83K 0.06% 237
2025
Q4 		$246K Buy
13,675
+96
+0.7% +$1.77K 0.06% 222
2025
Q3 		$264K Buy
13,579
+85
+0.6% +$1.71K 0.07% 207
2025
Q2 		$271K Sell
13,494
-1,107
-8% -$21.5K 0.07% 206
2025
Q1 		$289K Buy
14,601
+388
+3% +$7.62K 0.09% 189
2024
Q4 		$269K Buy
14,213
+82
+0.6% +$1.63K 0.08% 180
2024
Q3 		$288K Buy
14,131
+81
+0.6% +$1.62K 0.09% 167
2024
Q2 		$263K Buy
14,050
+297
+2% +$5.79K 0.09% 172
2024
Q1 		$280K Buy
13,753
+70
+0.5% +$1.42K 0.1% 170
2023
Q4 		$288K Buy
13,683
+473
+4% +$9.29K 0.12% 153
2023
Q3 		$256K Buy
13,210
+64
+0.5% +$1.3K 0.11% 161
2023
Q2 		$255K Buy
13,146
+378
+3% +$6.72K 0.11% 151
2023
Q1 		$226K Buy
+12,768
New +$247K 0.1% 162

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

Westmount Partners's STWD Position: Q2 2026 in Review

Westmount Partners increased its Starwood Property Trust (STWD) stake by 2.2% in Q2 2026, buying an estimated $5.17K and bringing the position to 14,074 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #240.

Westmount Partners first reported a position in STWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $289K in Q1 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Westmount Partners held 14,074 shares of Starwood Property Trust worth $231K as of Q2 2026.
  • Westmount Partners bought 297 Starwood Property Trust shares in Q2 2026, an estimated $5.17K.
  • Starwood Property Trust made up 0.05% of Westmount Partners's portfolio in Q2 2026, its #240 holding.
  • Westmount Partners first reported a position in Starwood Property Trust in Q1 2023 and has held it in 14 quarters since.
  • Westmount Partners's Starwood Property Trust position peaked at $289K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.