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Crumly & Associates’s Starwood Property Trust STWD Stock Holding History

Crumly & Associates’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 		– Sell
-10,962
Closed -$189K – 213
2026
Q1 		$189K Hold
10,962
– – 0.04% 197
2025
Q4 		$197K Hold
10,962
– – 0.04% 199
2025
Q3 		$212K Buy
+10,962
New +$221K 0.05% 179

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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crumly & Associates's STWD Position: Q2 2026 in Review

Crumly & Associates sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 10,962 shares — an estimated $189K sold.

Crumly & Associates first reported a position in STWD in Q3 2025 and held it in 3 quarters. The position peaked at $212K in Q3 2025. 77 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Crumly & Associates reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 10,962 Starwood Property Trust shares in Q2 2026, an estimated $189K.
  • Crumly & Associates first reported a position in Starwood Property Trust in Q3 2025 and held it in 3 quarters.
  • Crumly & Associates's Starwood Property Trust position peaked at $212K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.