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WJ Financial Advisors’s Starwood Property Trust STWD Stock Holding History

WJ Financial Advisors’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 		$956K Buy
58,352
+7,015
+14% +$122K 0.7% 40
2026
Q1 		$884K Buy
51,337
+9,212
+22% +$165K 0.71% 37
2025
Q4 		$759K Buy
42,125
+18,189
+76% +$335K 0.68% 42
2025
Q3 		$464K Buy
+23,936
New +$482K 0.45% 67

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

WJ Financial Advisors's STWD Position: Q2 2026 in Review

WJ Financial Advisors increased its Starwood Property Trust (STWD) stake by 14% in Q2 2026, buying an estimated $122K and bringing the position to 58,352 shares worth $956K. The position accounts for 0.7% of the portfolio, ranked #40.

WJ Financial Advisors first reported a position in STWD in Q3 2025 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • WJ Financial Advisors held 58,352 shares of Starwood Property Trust worth $956K as of Q2 2026.
  • WJ Financial Advisors bought 7,015 Starwood Property Trust shares in Q2 2026, an estimated $122K.
  • Starwood Property Trust made up 0.7% of WJ Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • WJ Financial Advisors first reported a position in Starwood Property Trust in Q3 2025 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.