Superior Planning, LLC’s Starwood Property Trust STWD Stock Holding History

Superior Planning, LLC’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 Q3	$651K	Buy	+48,221	New	+$770K	0.27%	85

Other funds holding STWD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NFC Investments Memphis, Tennessee $365M AUM 12.5% 1-Year Est. Return

Superior Planning, LLC's STWD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Starwood Property Trust (STWD) in Q3 2026: 48,221 shares worth $651K. The stake represents 0.27% of the portfolio and ranks #85 among its holdings.

341 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

Superior Planning, LLC held 48,221 shares of Starwood Property Trust worth $651K as of Q3 2026.
Starwood Property Trust was a new Superior Planning, LLC position in Q3 2026.
Starwood Property Trust made up 0.27% of Superior Planning, LLC's portfolio in Q3 2026, its #85 holding.
341 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.