JFS Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

JFS Wealth 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	–	Sell	-60	Closed	-$1.01K	–	2307
2026 Q2	$1.01K	Buy	+60	New	+$1.04K	﹤0.01%	1806

Other funds holding STWD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

JFS Wealth Advisors's STWD Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Starwood Property Trust (STWD) in Q3 2026, closing a stake of 60 shares — an estimated $1.01K sold.

JFS Wealth Advisors first reported a position in STWD in Q2 2026 and held it in 1 quarter. The position peaked at $1.01K in Q2 2026. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

JFS Wealth Advisors reported no remaining Starwood Property Trust position as of Q3 2026 after selling out during the quarter.
JFS Wealth Advisors sold 60 Starwood Property Trust shares in Q3 2026, an estimated $1.01K.
JFS Wealth Advisors first reported a position in Starwood Property Trust in Q2 2026 and held it in 1 quarter.
JFS Wealth Advisors's Starwood Property Trust position peaked at $1.01K in Q2 2026.
425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.