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Global Wealth Strategies & Associates’s Starwood Property Trust STWD Stock Holding History

Global Wealth Strategies & 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
-600
Closed -$10.3K – 416
2026
Q1 		$10.3K Hold
600
– – ﹤0.01% 313
2025
Q4 		$10.8K Hold
600
– – ﹤0.01% 298
2025
Q3 		$11.6K Buy
+600
New +$12.1K ﹤0.01% 273
2023
Q2 		– Sell
-111
Closed -$1.96K – 351
2023
Q1 		$1.96K Buy
+111
New +$2.14K ﹤0.01% 269

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
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 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

Global Wealth Strategies & Associates's STWD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Starwood Property Trust (STWD) in Q2 2026, closing a stake of 600 shares — an estimated $10.3K sold.

Global Wealth Strategies & Associates first reported a position in STWD in Q1 2023 and held it in 4 quarters. The position peaked at $11.6K in Q3 2025. 90 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Starwood Property Trust position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 600 Starwood Property Trust shares in Q2 2026, an estimated $10.3K.
  • Global Wealth Strategies & Associates first reported a position in Starwood Property Trust in Q1 2023 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Starwood Property Trust position peaked at $11.6K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.