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 Q2	$1.01K	Buy	+60	New	+$1.04K	﹤0.01%	1806

Other funds holding STWD

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JFS Wealth Advisors's STWD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Starwood Property Trust (STWD) in Q2 2026: 60 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings.

154 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

JFS Wealth Advisors held 60 shares of Starwood Property Trust worth $1.01K as of Q2 2026.
Starwood Property Trust was a new JFS Wealth Advisors position in Q2 2026.
Starwood Property Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1806 holding.
154 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.