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Apella Capital’s Starwood Property Trust STWD Stock Holding History

Apella Capital’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 		$865K Sell
68,354
-5,027
-7% -$80.3K 0.01% 415
2026
Q2 		$1.22M Buy
73,381
+1,625
+2% +$28.3K 0.02% 336
2026
Q1 		$1.3M Buy
+71,756
New +$1.29M 0.02% 324

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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

Apella Capital's STWD Position: Q3 2026 in Review

Apella Capital reduced its Starwood Property Trust (STWD) stake by 6.9% in Q3 2026, selling an estimated $80.3K and leaving 68,354 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #415.

Apella Capital first reported a position in STWD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 19 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Apella Capital held 68,354 shares of Starwood Property Trust worth $865K as of Q3 2026.
  • Apella Capital sold 5,027 Starwood Property Trust shares in Q3 2026, an estimated $80.3K.
  • Starwood Property Trust made up 0.01% of Apella Capital's portfolio in Q3 2026, its #415 holding.
  • Apella Capital first reported a position in Starwood Property Trust in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Starwood Property Trust position peaked at $1.3M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.