Golden State Equity Partners’s Starwood Property Trust STWD Stock Holding History

Golden State Equity Partners’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	$628	Buy	+46	New	+$735	﹤0.01%	2053
2026 Q2	–	Sell	-136	Closed	-$2.35K	–	1585
2026 Q1	$2.35K	Buy	+136	New	+$2.44K	﹤0.01%	1644
2025 Q4	–	Sell	-39,421	Closed	-$764K	–	527
2025 Q3	$764K	Sell	39,421 -6	-0%	-$121	0.13%	189
2025 Q2	$791K	Buy	39,427 +5,240	+15%	+$102K	0.15%	168
2025 Q1	$676K	Buy	34,187 +6,479	+23%	+$127K	0.13%	186
2024 Q4	$525K	Sell	27,708 -6,371	-19%	-$126K	0.1%	224
2024 Q3	$695K	Buy	34,079 +8,938	+36%	+$178K	0.11%	205
2024 Q2	$476K	Buy	+25,141	New	+$490K	0.1%	230
2021 Q4	–	Sell	-12,167	Closed	-$297K	–	248
2021 Q3	$297K	Buy	12,167 +5	+0%	+$128	0.12%	168
2021 Q2	$318K	Buy	+12,162	New	+$310K	0.12%	170

Other funds holding STWD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Golden State Equity Partners's STWD Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Starwood Property Trust (STWD) in Q3 2026: 46 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #2053 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in STWD as recently as Q1 2026.

Golden State Equity Partners first reported a position in STWD in Q2 2021 and has held it in 10 quarters since. The position peaked at $791K in Q2 2025. 236 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

Golden State Equity Partners held 46 shares of Starwood Property Trust worth $628 as of Q3 2026.
Starwood Property Trust was a new Golden State Equity Partners position in Q3 2026.
Starwood Property Trust made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #2053 holding.
Golden State Equity Partners first reported a position in Starwood Property Trust in Q2 2021 and has held it in 10 quarters since.
Golden State Equity Partners's Starwood Property Trust position peaked at $791K in Q2 2025.
236 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.