Lazari Capital Management’s Starwood Property Trust STWD Stock Holding History

Lazari Capital 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 Q2	$186K	Buy	11,349 +500	+5%	+$8.7K	0.06%	174
2026 Q1	$187K	Hold	10,849	–	–	0.07%	161
2025 Q4	$195K	Hold	10,849	–	–	0.07%	154
2025 Q3	$210K	Hold	10,849	–	–	0.07%	143
2025 Q2	$218K	Hold	10,849	–	–	0.08%	134
2025 Q1	$214K	Hold	10,849	–	–	0.09%	135
2024 Q4	$206K	Hold	10,849	–	–	0.08%	136
2024 Q3	$221K	Buy	+10,849	New	+$217K	0.09%	134
2024 Q2	–	Sell	-10,549	Closed	-$214K	–	152
2024 Q1	$214K	Sell	10,549 -2,600	-20%	-$52.6K	0.12%	103
2023 Q4	$276K	Hold	13,149	–	–	0.16%	82
2023 Q3	$254K	Hold	13,149	–	–	0.15%	89
2023 Q2	$255K	Buy	+13,149	New	+$234K	0.14%	95

Other funds holding STWD

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

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

SHA

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

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

SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

QCM

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

IFG

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

CIA

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

KAS

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

OTL

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

Lazari Capital Management's STWD Position: Q2 2026 in Review

Lazari Capital Management increased its Starwood Property Trust (STWD) stake by 4.6% in Q2 2026, buying an estimated $8.7K and bringing the position to 11,349 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #174.

Lazari Capital Management first reported a position in STWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $276K in Q4 2023. 185 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Lazari Capital Management held 11,349 shares of Starwood Property Trust worth $186K as of Q2 2026.
Lazari Capital Management bought 500 Starwood Property Trust shares in Q2 2026, an estimated $8.7K.
Starwood Property Trust made up 0.06% of Lazari Capital Management's portfolio in Q2 2026, its #174 holding.
Lazari Capital Management first reported a position in Starwood Property Trust in Q2 2023 and has held it in 12 quarters since.
Lazari Capital Management's Starwood Property Trust position peaked at $276K in Q4 2023.
185 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.