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Adams Asset Advisors’s Starwood Property Trust STWD Stock Holding History

Adams Asset 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
Q3 		$4.05M Buy
299,901
+97,452
+48% +$1.56M 0.41% 50
2026
Q2 		$3.32M Buy
202,449
+107,272
+113% +$1.87M 0.38% 51
2026
Q1 		$1.64M Buy
95,177
+30,647
+47% +$550K 0.18% 64
2025
Q4 		$1.16M Buy
64,530
+31,821
+97% +$585K 0.15% 69
2025
Q3 		$634K Sell
32,709
-50,966
-61% -$1.03M 0.08% 73
2025
Q2 		$1.68M Hold
83,675
– – 0.24% 54
2025
Q1 		$1.65M Buy
83,675
+5,041
+6% +$99.1K 0.23% 50
2024
Q4 		$1.49M Buy
78,634
+29,603
+60% +$586K 0.19% 55
2024
Q3 		$999K Hold
49,031
– – 0.13% 57
2024
Q2 		$929K Hold
49,031
– – 0.12% 56
2024
Q1 		$997K Hold
49,031
– – 0.13% 56
2023
Q4 		$1.03M Sell
49,031
-2,500
-5% -$49.1K 0.14% 54
2023
Q3 		$997K Sell
51,531
-77,366
-60% -$1.57M 0.13% 57
2023
Q2 		$2.5M Buy
128,897
+10,377
+9% +$184K 0.37% 48
2023
Q1 		$2.1M Buy
118,520
+18,066
+18% +$349K 0.28% 51
2022
Q4 		$1.84M Buy
+100,454
New +$2M 0.25% 52

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Adams Asset Advisors's STWD Position: Q3 2026 in Review

Adams Asset Advisors increased its Starwood Property Trust (STWD) stake by 48% in Q3 2026, buying an estimated $1.56M and bringing the position to 299,901 shares worth $4.05M. The position accounts for 0.41% of the portfolio, ranked #50.

Adams Asset Advisors first reported a position in STWD in Q4 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Adams Asset Advisors held 299,901 shares of Starwood Property Trust worth $4.05M as of Q3 2026.
  • Adams Asset Advisors bought 97,452 Starwood Property Trust shares in Q3 2026, an estimated $1.56M.
  • Starwood Property Trust made up 0.41% of Adams Asset Advisors's portfolio in Q3 2026, its #50 holding.
  • Adams Asset Advisors first reported a position in Starwood Property Trust in Q4 2022 and has held it in 16 quarters since.
  • 19 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Adams Asset Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.