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CX Institutional’s Starwood Property Trust STWD Stock Holding History

CX Institutional’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 		$22K Buy
+1,650
New +$26.4K ﹤0.01% 1211
2026
Q1 		– Sell
-111
Closed -$2K – 1655
2025
Q4 		$2K Buy
111
+2
+2% +$37 ﹤0.01% 1398
2025
Q3 		$2K Buy
+109
New +$2.19K ﹤0.01% 1320

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

CX Institutional's STWD Position: Q3 2026 in Review

CX Institutional opened a new position in Starwood Property Trust (STWD) in Q3 2026: 1,650 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: CX Institutional previously reported a position in STWD as recently as Q4 2025.

CX Institutional first reported a position in STWD in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • CX Institutional held 1,650 shares of Starwood Property Trust worth $22K as of Q3 2026.
  • Starwood Property Trust was a new CX Institutional position in Q3 2026.
  • Starwood Property Trust made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1211 holding.
  • CX Institutional first reported a position in Starwood Property Trust in Q3 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.