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 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

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

Adams Asset Advisors's STWD Position: Q2 2026 in Review

Adams Asset Advisors increased its Starwood Property Trust (STWD) stake by 113% in Q2 2026, buying an estimated $1.87M and bringing the position to 202,449 shares worth $3.32M. The position accounts for 0.38% of the portfolio, ranked #51.

Adams Asset Advisors first reported a position in STWD in Q4 2022 and has held it in 15 quarters since. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Adams Asset Advisors held 202,449 shares of Starwood Property Trust worth $3.32M as of Q2 2026.
Adams Asset Advisors bought 107,272 Starwood Property Trust shares in Q2 2026, an estimated $1.87M.
Starwood Property Trust made up 0.38% of Adams Asset Advisors's portfolio in Q2 2026, its #51 holding.
Adams Asset Advisors first reported a position in Starwood Property Trust in Q4 2022 and has held it in 15 quarters since.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Adams Asset Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.