Jeppson Wealth Management
STWD icon

Jeppson Wealth Management’s Starwood Property Trust STWD Stock Holding History

Jeppson Wealth Management’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 		– Sell
-16,944
Closed -$278K – 252
2026
Q2 		$278K Sell
16,944
-5,380
-24% -$93.6K 0.08% 198
2026
Q1 		$384K Buy
22,324
+6,269
+39% +$113K 0.12% 152
2025
Q4 		$289K Sell
16,055
-2,150
-12% -$39.5K 0.09% 171
2025
Q3 		$353K Sell
18,205
-612
-3% -$12.3K 0.11% 161
2025
Q2 		$378K Sell
18,817
-1,425
-7% -$27.7K 0.13% 137
2025
Q1 		$400K Sell
20,242
-380
-2% -$7.47K 0.15% 134
2024
Q4 		$391K Buy
20,622
+300
+1% +$5.94K 0.14% 134
2024
Q3 		$414K Sell
20,322
-219
-1% -$4.37K 0.15% 130
2024
Q2 		$389K Sell
20,541
-439
-2% -$8.55K 0.15% 133
2024
Q1 		$427K Sell
20,980
-80
-0.4% -$1.62K 0.17% 126
2023
Q4 		$443K Buy
21,060
+753
+4% +$14.8K 0.18% 122
2023
Q3 		$393K Buy
20,307
+2,285
+13% +$46.3K 0.18% 122
2023
Q2 		$350K Buy
18,022
+2,402
+15% +$42.7K 0.15% 136
2023
Q1 		$276K Sell
15,620
-2,915
-16% -$56.3K 0.12% 153
2022
Q4 		$340K Sell
18,535
-8,138
-31% -$162K 0.14% 138
2022
Q3 		$486K Buy
26,673
+2,701
+11% +$61.2K 0.22% 98
2022
Q2 		$501K Buy
+23,972
New +$551K 0.22% 100
2020
Q4 		– Sell
-3,425
Closed -$52K – 405
2020
Q3 		$52K Buy
+3,425
New +$52.3K 0.04% 220

Other funds holding STWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NFC Investments
NFC Investments Memphis, Tennessee $365M AUM 12.5% 1-Year Est. Return
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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jeppson Wealth Management's STWD Position: Q3 2026 in Review

Jeppson Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2026, closing a stake of 16,944 shares — an estimated $278K sold.

Jeppson Wealth Management first reported a position in STWD in Q3 2020 and held it in 18 quarters. The position peaked at $501K in Q2 2022. 291 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Jeppson Wealth Management reported no remaining Starwood Property Trust position as of Q3 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 16,944 Starwood Property Trust shares in Q3 2026, an estimated $278K.
  • Jeppson Wealth Management first reported a position in Starwood Property Trust in Q3 2020 and held it in 18 quarters.
  • Jeppson Wealth Management's Starwood Property Trust position peaked at $501K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.