CapWealth Advisors’s Starwood Property Trust STWD Stock Holding History

CapWealth 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	$13M	Sell	961,645 -15,247	-2%	-$244K	0.98%	41
2026 Q2	$16M	Buy	976,892 +103,189	+12%	+$1.8M	1.1%	39
2026 Q1	$15M	Buy	+873,703	New	+$15.7M	1.12%	39
2023 Q1	–	Sell	-1,187,000	Closed	-$21.8M	–	110
2022 Q4	$21.8M	Buy	1,187,000 +5,928	+0.5%	+$118K	2.56%	14
2022 Q3	$21.5M	Buy	1,181,072 +2,276	+0.2%	+$51.5K	2.84%	9
2022 Q2	$24.6M	Buy	1,178,796 +35,399	+3%	+$814K	2.97%	9
2022 Q1	$27.6M	Sell	1,143,397 -1,842	-0.2%	-$44.5K	2.83%	7
2021 Q4	$27.8M	Buy	1,145,239 +6,538	+0.6%	+$165K	2.83%	6
2021 Q3	$27.8M	Buy	1,138,701 +24,072	+2%	+$616K	3.04%	4
2021 Q2	$29.2M	Sell	1,114,629 -2,278	-0.2%	-$58K	3.17%	4
2021 Q1	$27.6M	Buy	1,116,907 +149,497	+15%	+$3.24M	3.14%	5
2020 Q4	$18.7M	Buy	967,410 +3,343	+0.3%	+$56.9K	2.23%	14
2020 Q3	$14.5M	Buy	964,067 +10,945	+1%	+$167K	1.94%	20
2020 Q2	$14.3M	Buy	+953,122	New	+$12.8M	2.02%	18

Other funds holding STWD

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

CapWealth Advisors's STWD Position: Q3 2026 in Review

CapWealth Advisors reduced its Starwood Property Trust (STWD) stake by 1.6% in Q3 2026, selling an estimated $244K and leaving 961,645 shares worth $13M. The position accounts for 0.98% of the portfolio, ranked #41.

CapWealth Advisors first reported a position in STWD in Q2 2020 and has held it in 14 quarters since. The position peaked at $29.2M in Q2 2021. 9 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

CapWealth Advisors held 961,645 shares of Starwood Property Trust worth $13M as of Q3 2026.
CapWealth Advisors sold 15,247 Starwood Property Trust shares in Q3 2026, an estimated $244K.
Starwood Property Trust made up 0.98% of CapWealth Advisors's portfolio in Q3 2026, its #41 holding.
CapWealth Advisors first reported a position in Starwood Property Trust in Q2 2020 and has held it in 14 quarters since.
CapWealth Advisors's Starwood Property Trust position peaked at $29.2M in Q2 2021.
9 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.