Capital Advisors Ltd’s Starwood Property Trust STWD Stock Holding History

Capital Advisors Ltd’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	$0	Hold	18	–	–	﹤0.01%	1572
2026 Q1	$0	Sell	18 -13	-42%	-$233	﹤0.01%	1588
2025 Q4	$1K	Hold	31	–	–	﹤0.01%	1280
2025 Q3	$1K	Sell	31 -51	-62%	-$1.03K	﹤0.01%	1289
2025 Q2	$2K	Sell	82 -167	-67%	-$3.25K	﹤0.01%	1099
2025 Q1	$5K	Sell	249 -9	-3%	-$177	﹤0.01%	929
2024 Q4	$5K	Buy	258 +83	+47%	+$1.64K	﹤0.01%	951
2024 Q3	$4K	Sell	175 -11	-6%	-$220	﹤0.01%	971
2024 Q2	$4K	Buy	186 +92	+98%	+$1.79K	﹤0.01%	960
2024 Q1	$2K	Hold	94	–	–	﹤0.01%	1078
2023 Q4	$2K	Buy	94 +57	+154%	+$1.12K	﹤0.01%	1050
2023 Q3	$1K	Hold	37	–	–	﹤0.01%	1215
2023 Q2	$1K	Sell	37 -23	-38%	-$409	﹤0.01%	1222
2023 Q1	$1K	Buy	+60	New	+$1.16K	﹤0.01%	1116
2022 Q4	–	Sell	-4	Closed	–	–	1621
2022 Q3	$0	Buy	+4	New	+$91	﹤0.01%	1507
2022 Q1	–	Sell	-9	Closed	–	–	1189
2021 Q4	$0	Buy	+9	New	+$227	﹤0.01%	928
2019 Q2	–	Sell	-5,089	Closed	-$114K	–	469
2019 Q1	$114K	Hold	5,089	–	–	0.03%	203
2018 Q4	$100K	Buy	5,089 +1,186	+30%	+$25.6K	0.03%	208
2018 Q3	$84K	Hold	3,903	–	–	0.02%	246
2018 Q2	$85K	Buy	3,903 +2,090	+115%	+$45K	0.03%	192
2018 Q1	$38K	Buy	+1,813	New	+$37.5K	0.01%	244
2017 Q4	–	Sell	-3,300	Closed	-$72K	–	406
2017 Q3	$72K	Hold	3,300	–	–	0.03%	187
2017 Q2	$74K	Hold	3,300	–	–	0.03%	185
2017 Q1	$75K	Hold	3,300	–	–	0.03%	172
2016 Q4	$72K	Hold	3,300	–	–	0.03%	168
2016 Q3	$74K	Buy	+3,300	New	+$73K	0.03%	164

Other funds holding STWD

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Capital Advisors Ltd's STWD Position: Q2 2026 in Review

Capital Advisors Ltd held its Starwood Property Trust (STWD) position steady in Q2 2026 at 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Capital Advisors Ltd first reported a position in STWD in Q3 2016 and has held it in 26 quarters since. The position peaked at $114K in Q1 2019. 63 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Capital Advisors Ltd held 18 shares of Starwood Property Trust worth $0 as of Q2 2026.
Capital Advisors Ltd left its Starwood Property Trust share count unchanged in Q2 2026.
Starwood Property Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1572 holding.
Capital Advisors Ltd first reported a position in Starwood Property Trust in Q3 2016 and has held it in 26 quarters since.
Capital Advisors Ltd's Starwood Property Trust position peaked at $114K in Q1 2019.
63 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.