WFA of San Diego’s Starwood Property Trust STWD Stock Holding History

WFA of San Diego’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	$8.61K	Hold	500	–	–	0.01%	309
2025 Q4	$9.01K	Hold	500	–	–	0.01%	319
2025 Q3	$9.69K	Hold	500	–	–	0.01%	326
2025 Q2	$10K	Buy	+500	New	+$9.71K	0.01%	325
2024 Q3	$10.2K	Hold	500	–	–	0.01%	283
2024 Q2	$9.47K	Buy	+500	New	+$9.74K	0.01%	285
2023 Q3	$9.68K	Hold	500	–	–	0.01%	279
2023 Q2	$9.7K	Buy	+500	New	+$8.88K	0.01%	280
2023 Q1	–	Sell	-1,500	Closed	-$27.5K	–	379
2022 Q4	$27.5K	Buy	+1,500	New	+$29.9K	0.02%	259
2022 Q3	–	Sell	-500	Closed	-$10K	–	355
2022 Q2	$10K	Buy	+500	New	+$11.5K	0.01%	274

Other funds holding STWD

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

WFA of San Diego's STWD Position: Q1 2026 in Review

WFA of San Diego held its Starwood Property Trust (STWD) position steady in Q1 2026 at 500 shares worth $8.61K. The position accounts for 0.01% of the portfolio, ranked #309.

WFA of San Diego first reported a position in STWD in Q2 2022 and has held it in 10 quarters since. The position peaked at $27.5K in Q4 2022. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

WFA of San Diego held 500 shares of Starwood Property Trust worth $8.61K as of Q1 2026.
WFA of San Diego left its Starwood Property Trust share count unchanged in Q1 2026.
Starwood Property Trust made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #309 holding.
WFA of San Diego first reported a position in Starwood Property Trust in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's Starwood Property Trust position peaked at $27.5K in Q4 2022.
526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.