James T. Borello
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James T. Borello’s Starwood Property Trust STWD Stock Holding History

James T. Borello’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 		$162 Sell
12
-90
-88% -$1.44K ﹤0.01% 1151
2026
Q2 		$1.67K Buy
+102
New +$1.78K ﹤0.01% 976
2026
Q1 		– Sell
-10
Closed -$180 – 1244
2025
Q4 		$180 Buy
+10
New +$184 ﹤0.01% 1031

Other funds holding STWD

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 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
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 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

James T. Borello's STWD Position: Q3 2026 in Review

James T. Borello reduced its Starwood Property Trust (STWD) stake by 88% in Q3 2026, selling an estimated $1.44K and leaving 12 shares worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

James T. Borello first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67K in Q2 2026. 142 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • James T. Borello held 12 shares of Starwood Property Trust worth $162 as of Q3 2026.
  • James T. Borello sold 90 Starwood Property Trust shares in Q3 2026, an estimated $1.44K.
  • Starwood Property Trust made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1151 holding.
  • James T. Borello first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • James T. Borello's Starwood Property Trust position peaked at $1.67K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.