IFS Advisors
STWD icon

IFS Advisors’s Starwood Property Trust STWD Stock Holding History

IFS Advisors’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 		$6.48K Hold
480
– – ﹤0.01% 344
2026
Q2 		$7.86K Buy
480
+205
+75% +$3.57K ﹤0.01% 133
2026
Q1 		$4.74K Buy
+275
New +$4.94K ﹤0.01% 152

Other funds holding STWD

CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 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
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Grange Capital
Grange Capital Beaverton, Oregon $107M AUM 12.73% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

IFS Advisors's STWD Position: Q3 2026 in Review

IFS Advisors held its Starwood Property Trust (STWD) position steady in Q3 2026 at 480 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

IFS Advisors first reported a position in STWD in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.86K in Q2 2026. 89 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • IFS Advisors held 480 shares of Starwood Property Trust worth $6.48K as of Q3 2026.
  • IFS Advisors left its Starwood Property Trust share count unchanged in Q3 2026.
  • Starwood Property Trust made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #344 holding.
  • IFS Advisors first reported a position in Starwood Property Trust in Q1 2026 and has held it in 3 quarters since.
  • IFS Advisors's Starwood Property Trust position peaked at $7.86K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.