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Planning Strategies Inc.’s Starwood Property Trust STWD Stock Holding History

Planning Strategies Inc.’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 		$295 Buy
+18
New +$313 ﹤0.01% 947

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Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Planning Strategies Inc.'s STWD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Starwood Property Trust (STWD) in Q2 2026: 18 shares worth $295. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

149 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Planning Strategies Inc. held 18 shares of Starwood Property Trust worth $295 as of Q2 2026.
  • Starwood Property Trust was a new Planning Strategies Inc. position in Q2 2026.
  • Starwood Property Trust made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #947 holding.
  • 149 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.