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 Q2	$213K	Hold	13,007	–	–	0.08%	93
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

WMG Financial Advisors held its Starwood Property Trust (STWD) position steady in Q2 2026 at 13,007 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #93.

WMG Financial Advisors first reported a position in STWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q2 2023. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

WMG Financial Advisors held 13,007 shares of Starwood Property Trust worth $213K as of Q2 2026.
WMG Financial Advisors left its Starwood Property Trust share count unchanged in Q2 2026.
Starwood Property Trust made up 0.08% of WMG Financial Advisors's portfolio in Q2 2026, its #93 holding.
WMG Financial Advisors first reported a position in Starwood Property Trust in Q4 2021 and has held it in 19 quarters since.
WMG Financial Advisors's Starwood Property Trust position peaked at $592K in Q2 2023.
521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.