WOSD
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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
Q2 		– Sell
-500
Closed -$8.61K – 341
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
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 $3.38T AUM 44.17% 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

WFA of San Diego's STWD Position: Q2 2026 in Review

WFA of San Diego sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 500 shares — an estimated $8.61K sold.

WFA of San Diego first reported a position in STWD in Q2 2022 and held it in 10 quarters. The position peaked at $27.5K in Q4 2022. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • WFA of San Diego reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 500 Starwood Property Trust shares in Q2 2026, an estimated $8.61K.
  • WFA of San Diego first reported a position in Starwood Property Trust in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Starwood Property Trust position peaked at $27.5K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.