Formidable Asset Management
STWD icon

Formidable Asset Management’s Starwood Property Trust STWD Stock Holding History

Formidable Asset Management’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
-11,989
Closed -$206K – 429
2026
Q2 		$206K Sell
11,989
-2,383
-17% -$41.5K 0.03% 368
2026
Q1 		$259K Sell
14,372
-3,224
-18% -$57.9K 0.04% 340
2025
Q4 		$341K Sell
17,596
-2,249
-11% -$41.4K 0.05% 313
2025
Q3 		$398K Buy
19,845
+981
+5% +$19.8K 0.06% 281
2025
Q2 		$373K Hold
18,864
– – 0.06% 279
2025
Q1 		$373K Buy
18,864
+74
+0.4% +$1.45K 0.06% 278
2024
Q4 		$356K Buy
18,790
+70
+0.4% +$1.39K 0.06% 278
2024
Q3 		$382K Sell
18,720
-11
-0.1% -$220 0.06% 257
2024
Q2 		$355K Buy
18,731
+99
+0.5% +$1.93K 0.06% 281
2024
Q1 		$379K Buy
+18,632
New +$377K 0.06% 255
2019
Q2 		– Sell
-33,952
Closed -$34K – 326
2019
Q1 		$34K Buy
+33,952
New +$741K 0.01% 177

Other funds holding STWD

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 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
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Formidable Asset Management's STWD Position: Q3 2026 in Review

Formidable Asset Management sold out of Starwood Property Trust (STWD) in Q3 2026, closing a stake of 11,989 shares — an estimated $206K sold.

Formidable Asset Management first reported a position in STWD in Q1 2019 and held it in 11 quarters. The position peaked at $398K in Q3 2025. 180 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Formidable Asset Management reported no remaining Starwood Property Trust position as of Q3 2026 after selling out during the quarter.
  • Formidable Asset Management sold 11,989 Starwood Property Trust shares in Q3 2026, an estimated $206K.
  • Formidable Asset Management first reported a position in Starwood Property Trust in Q1 2019 and held it in 11 quarters.
  • Formidable Asset Management's Starwood Property Trust position peaked at $398K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.