GoalVest Advisory’s Starwood Property Trust STWD Stock Holding History

GoalVest Advisory’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	$898K	Buy	54,818 +934	+2%	+$16.3K	0.17%	69
2026 Q1	$928K	Buy	53,884 +9,464	+21%	+$170K	0.18%	79
2025 Q4	$800K	Sell	44,420 -20,767	-32%	-$382K	0.15%	89
2025 Q3	$1.26M	Buy	65,187 +4,687	+8%	+$94.4K	0.27%	69
2025 Q2	$1.21M	Buy	60,500 +1,454	+2%	+$28.3K	0.3%	64
2025 Q1	$1.17M	Buy	59,046 +11,044	+23%	+$217K	0.32%	66
2024 Q4	$910K	Buy	48,002 +1,896	+4%	+$37.6K	0.25%	66
2024 Q3	$940K	Buy	46,106 +3,440	+8%	+$68.7K	0.27%	65
2024 Q2	$808K	Buy	42,666 +3,156	+8%	+$61.5K	0.26%	65
2024 Q1	$803K	Buy	39,510 +222	+0.6%	+$4.49K	0.27%	66
2023 Q4	$826K	Sell	39,288 -22	-0.1%	-$432	0.36%	50
2023 Q3	$761K	Buy	39,310 +1,365	+4%	+$27.7K	0.38%	49
2023 Q2	$736K	Sell	37,945 -12,755	-25%	-$227K	0.38%	57
2023 Q1	$897K	Buy	50,700 +5,388	+12%	+$104K	0.53%	52
2022 Q4	$831K	Buy	45,312 +4,260	+10%	+$84.9K	0.54%	49
2022 Q3	$748K	Buy	41,052 +6,430	+19%	+$146K	0.52%	54
2022 Q2	$740K	Buy	+34,622	New	+$796K	0.47%	72

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's STWD Position: Q2 2026 in Review

GoalVest Advisory increased its Starwood Property Trust (STWD) stake by 1.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 54,818 shares worth $898K. The position accounts for 0.17% of the portfolio, ranked #69.

GoalVest Advisory first reported a position in STWD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q3 2025. 61 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

GoalVest Advisory held 54,818 shares of Starwood Property Trust worth $898K as of Q2 2026.
GoalVest Advisory bought 934 Starwood Property Trust shares in Q2 2026, an estimated $16.3K.
Starwood Property Trust made up 0.17% of GoalVest Advisory's portfolio in Q2 2026, its #69 holding.
GoalVest Advisory first reported a position in Starwood Property Trust in Q2 2022 and has held it in 17 quarters since.
GoalVest Advisory's Starwood Property Trust position peaked at $1.26M in Q3 2025.
61 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.