Essential Partners’s Starwood Property Trust STWD Stock Holding History

Essential Partners’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	$7.34K	Buy	+544	New	+$8.69K	﹤0.01%	1338
2026 Q1	–	Sell	-27	Closed	-$486	–	2986
2025 Q4	$486	Sell	27 -736	-96%	-$13.5K	﹤0.01%	2235
2025 Q3	$14.8K	Buy	763 +761	+38,050%	+$15.3K	﹤0.01%	1015
2025 Q2	$40	Buy	+2	New	+$39	﹤0.01%	2166

Other funds holding STWD

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Essential Partners's STWD Position: Q3 2026 in Review

Essential Partners opened a new position in Starwood Property Trust (STWD) in Q3 2026: 544 shares worth $7.34K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Essential Partners previously reported a position in STWD as recently as Q4 2025.

Essential Partners first reported a position in STWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q3 2025. 98 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

Essential Partners held 544 shares of Starwood Property Trust worth $7.34K as of Q3 2026.
Starwood Property Trust was a new Essential Partners position in Q3 2026.
Starwood Property Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1338 holding.
Essential Partners first reported a position in Starwood Property Trust in Q2 2025 and has held it in 4 quarters since.
Essential Partners's Starwood Property Trust position peaked at $14.8K in Q3 2025.
98 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.