Level Four Advisory Services’s Starwood Property Trust STWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$445K Buy
27,155
+481
+2% +$8.37K 0.01% 647
2026
Q1
$459K Buy
26,674
+24
+0.1% +$431 0.02% 612
2025
Q4
$480K Buy
26,650
+1,609
+6% +$29.6K 0.02% 582
2025
Q3
$485K Buy
25,041
+439
+2% +$8.84K 0.02% 561
2025
Q2
$494K Sell
24,602
-4,802
-16% -$93.3K 0.02% 525
2025
Q1
$581K Buy
29,404
+517
+2% +$10.2K 0.02% 464
2024
Q4
$547K Sell
28,887
-48
-0.2% -$951 0.02% 471
2024
Q3
$571K Buy
28,935
+890
+3% +$17.8K 0.02% 480
2024
Q2
$531K Sell
28,045
-4,204
-13% -$81.9K 0.02% 471
2024
Q1
$678K Hold
32,249
0.04% 377
2023
Q4
$678K Buy
32,249
+1,944
+6% +$38.2K 0.04% 374
2023
Q3
$586K Sell
30,305
-2,090
-6% -$42.4K 0.04% 401
2023
Q2
$628K Buy
32,395
+2,691
+9% +$47.8K 0.04% 408
2023
Q1
$525K Buy
29,704
+6,341
+27% +$122K 0.03% 413
2022
Q4
$428K Buy
+23,363
New +$465K 0.03% 424

Other funds holding STWD

Level Four Advisory Services's STWD Position: Q2 2026 in Review

Level Four Advisory Services increased its Starwood Property Trust (STWD) stake by 1.8% in Q2 2026, buying an estimated $8.37K and bringing the position to 27,155 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #647.

Level Four Advisory Services first reported a position in STWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $678K in Q1 2024. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Level Four Advisory Services held 27,155 shares of Starwood Property Trust worth $445K as of Q2 2026.
  • Level Four Advisory Services bought 481 Starwood Property Trust shares in Q2 2026, an estimated $8.37K.
  • Starwood Property Trust made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #647 holding.
  • Level Four Advisory Services first reported a position in Starwood Property Trust in Q4 2022 and has held it in 15 quarters since.
  • Level Four Advisory Services's Starwood Property Trust position peaked at $678K in Q1 2024.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.