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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

STWD holding history

Starwood Property Trust, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STWD overviewAll 13F holders of STWDFull Q2 2026 holdings

Shares (Q2 2026)
146,168
Value
$2.39M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STWD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146,168$2.39M<0.1%−19,803−11.9%ReducedHolders
Q1 2026165,971$2.86M<0.1%+33,383+25.2%AddedHolders
Q4 2025132,588$2.39M<0.1%−17,753−11.8%ReducedHolders
Q3 2025150,341$2.91M<0.1%+103,559+221.4%AddedHolders
Q2 202546,782$938.9K<0.1%+7,142+18.0%AddedHolders
Q1 202539,640$783.7K<0.1%−5,523−12.2%ReducedHolders
Q4 202445,163$855.8K<0.1%−8,278−15.5%ReducedHolders
Q3 202453,441$1.09M<0.1%+21,440+67.0%AddedHolders
Q2 202432,001$606.1K<0.1%−20,206−38.7%ReducedHolders
Q1 202452,207$1.06M<0.1%+13,864+36.2%AddedHolders
Q4 202338,343$806.0K<0.1%+8,118+26.9%AddedHolders
Q3 202330,225$584.9K<0.1%−181−0.6%ReducedHolders
Q2 202330,406$589.9K<0.1%−24−0.1%ReducedHolders
Q1 202330,430$538.3K<0.1%−1,092−3.5%ReducedHolders
Q4 202231,522$577.8K<0.1%−2,685−7.8%ReducedHolders
Q3 202234,207$623.0K<0.1%−7,091−17.2%ReducedHolders
Q2 202241,298$863.0K<0.1%+1,633+4.1%AddedHolders
Q1 202239,665$959.0K<0.1%+92+0.2%AddedHolders
Q4 202139,573$962.0K<0.1%−38,526−49.3%ReducedHolders
Q3 202178,099$1.91M<0.1%−32,066−29.1%ReducedHolders
Q2 2021110,165$2.88M<0.1%+11,121+11.2%AddedHolders
Q1 202199,044$2.45M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.