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

WMG 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
Q1 		$224K Sell
13,007
-1,000
-7% -$18K 0.09% 86
2025
Q4 		$252K Sell
14,007
-3,110
-18% -$57.2K 0.1% 89
2025
Q3 		$332K Hold
17,117
– – 0.11% 128
2025
Q2 		$344K Buy
17,117
+1,000
+6% +$19.4K 0.13% 113
2025
Q1 		$319K Sell
16,117
-632
-4% -$12.4K 0.14% 107
2024
Q4 		$317K Buy
16,749
+15
+0.1% +$297 0.14% 105
2024
Q3 		$341K Buy
16,734
+14
+0.1% +$279 0.15% 94
2024
Q2 		$317K Sell
16,720
-5,485
-25% -$107K 0.17% 86
2024
Q1 		$451K Buy
22,205
+13
+0.1% +$263 0.26% 67
2023
Q4 		$466K Sell
22,192
-3,486
-14% -$68.5K 0.3% 64
2023
Q3 		$497K Sell
25,678
-4,842
-16% -$98.2K 0.42% 50
2023
Q2 		$592K Buy
30,520
+3,980
+15% +$70.7K 0.44% 53
2023
Q1 		$495K Buy
26,540
+12,547
+90% +$242K 0.41% 54
2022
Q4 		$256K Sell
13,993
-497
-3% -$9.9K 0.22% 100
2022
Q3 		$264K Buy
14,490
+1,463
+11% +$33.1K 0.24% 91
2022
Q2 		$272K Hold
13,027
– – 0.24% 98
2022
Q1 		$315K Hold
13,027
– – 0.23% 110
2021
Q4 		$317K Buy
+13,027
New +$328K 0.25% 109

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

WMG Financial Advisors's STWD Position: Q1 2026 in Review

WMG Financial Advisors reduced its Starwood Property Trust (STWD) stake by 7.1% in Q1 2026, selling an estimated $18K and leaving 13,007 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #86.

WMG Financial Advisors first reported a position in STWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $592K in Q2 2023. 526 funds tracked by Wall St. Rank hold STWD as of Q1 2026.

  • WMG Financial Advisors held 13,007 shares of Starwood Property Trust worth $224K as of Q1 2026.
  • WMG Financial Advisors sold 1,000 Starwood Property Trust shares in Q1 2026, an estimated $18K.
  • Starwood Property Trust made up 0.09% of WMG Financial Advisors's portfolio in Q1 2026, its #86 holding.
  • WMG Financial Advisors first reported a position in Starwood Property Trust in Q4 2021 and has held it in 18 quarters since.
  • WMG Financial Advisors's Starwood Property Trust position peaked at $592K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.