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Whalen Wealth Management’s Starwood Property Trust STWD Stock Holding History

Whalen 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 		– Sell
-13,132
Closed -$237K – 224
2025
Q4 		$237K Buy
+13,132
New +$242K 0.13% 177
2025
Q1 		– Sell
-14,328
Closed -$272K – 173
2024
Q4 		$272K Buy
14,328
+97
+0.7% +$1.92K 0.19% 103
2024
Q3 		$290K Sell
14,231
-783
-5% -$15.6K 0.21% 89
2024
Q2 		$284K Buy
+15,014
New +$293K 0.23% 80

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

Whalen Wealth Management's STWD Position: Q1 2026 in Review

Whalen Wealth Management sold out of Starwood Property Trust (STWD) in Q1 2026, closing a stake of 13,132 shares — an estimated $237K sold.

Whalen Wealth Management first reported a position in STWD in Q2 2024 and held it in 4 quarters. The position peaked at $290K in Q3 2024. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • Whalen Wealth Management reported no remaining Starwood Property Trust position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 13,132 Starwood Property Trust shares in Q1 2026, an estimated $237K.
  • Whalen Wealth Management first reported a position in Starwood Property Trust in Q2 2024 and held it in 4 quarters.
  • Whalen Wealth Management's Starwood Property Trust position peaked at $290K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

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