Fedenia Advisers
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Fedenia Advisers’s Starwood Property Trust STWD Stock Holding History

Fedenia Advisers’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 		– Sell
-2,402
Closed -$39.4K – 394
2026
Q2 		$39.4K Buy
+2,402
New +$41.8K 0.01% 244
2025
Q1 		– Sell
-2,804
Closed -$53.1K – 387
2024
Q4 		$53.1K Buy
+2,804
New +$55.6K 0.03% 250

Other funds holding STWD

Leeward Investments
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CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
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
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Fedenia Advisers's STWD Position: Q3 2026 in Review

Fedenia Advisers sold out of Starwood Property Trust (STWD) in Q3 2026, closing a stake of 2,402 shares — an estimated $39.4K sold.

Fedenia Advisers first reported a position in STWD in Q4 2024 and held it in 2 quarters. The position peaked at $53.1K in Q4 2024. 98 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Fedenia Advisers reported no remaining Starwood Property Trust position as of Q3 2026 after selling out during the quarter.
  • Fedenia Advisers sold 2,402 Starwood Property Trust shares in Q3 2026, an estimated $39.4K.
  • Fedenia Advisers first reported a position in Starwood Property Trust in Q4 2024 and held it in 2 quarters.
  • Fedenia Advisers's Starwood Property Trust position peaked at $53.1K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.