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 Q3	$744K	Buy	55,147 +329	+0.6%	+$5.26K	0.13%	80
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

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

GoalVest Advisory's STWD Position: Q3 2026 in Review

GoalVest Advisory increased its Starwood Property Trust (STWD) stake by 0.6% in Q3 2026, buying an estimated $5.26K and bringing the position to 55,147 shares worth $744K. The position accounts for 0.13% of the portfolio, ranked #80.

GoalVest Advisory first reported a position in STWD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q3 2025. 98 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

GoalVest Advisory held 55,147 shares of Starwood Property Trust worth $744K as of Q3 2026.
GoalVest Advisory bought 329 Starwood Property Trust shares in Q3 2026, an estimated $5.26K.
Starwood Property Trust made up 0.13% of GoalVest Advisory's portfolio in Q3 2026, its #80 holding.
GoalVest Advisory first reported a position in Starwood Property Trust in Q2 2022 and has held it in 18 quarters since.
GoalVest Advisory's Starwood Property Trust position peaked at $1.26M in Q3 2025.
98 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.