Peak Financial Advisors
STWD icon

Peak Financial Advisors’s Starwood Property Trust STWD Stock Holding History

Peak Financial 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 		$298K Sell
22,075
-5,254
-19% -$83.9K 0.13% 72
2026
Q2 		$448K Buy
27,329
+1,665
+6% +$29K 0.19% 65
2026
Q1 		$442K Buy
25,664
+559
+2% +$10K 0.2% 61
2025
Q4 		$452K Buy
25,105
+1,125
+5% +$20.7K 0.2% 76
2025
Q3 		$464K Buy
23,980
+81
+0.3% +$1.63K 0.22% 75
2025
Q2 		$480K Buy
23,899
+1,320
+6% +$25.6K 0.25% 71
2025
Q1 		$446K Buy
22,579
+94
+0.4% +$1.85K 0.23% 64
2024
Q4 		$426K Buy
22,485
+220
+1% +$4.36K 0.22% 63
2024
Q3 		$454K Buy
22,265
+383
+2% +$7.64K 0.23% 63
2024
Q2 		$414K Buy
+21,882
New +$426K 0.24% 60

Other funds holding STWD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Peak Financial Advisors's STWD Position: Q3 2026 in Review

Peak Financial Advisors reduced its Starwood Property Trust (STWD) stake by 19% in Q3 2026, selling an estimated $83.9K and leaving 22,075 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #72.

Peak Financial Advisors first reported a position in STWD in Q2 2024 and has held it in 10 quarters since. The position peaked at $480K in Q2 2025. 301 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Peak Financial Advisors held 22,075 shares of Starwood Property Trust worth $298K as of Q3 2026.
  • Peak Financial Advisors sold 5,254 Starwood Property Trust shares in Q3 2026, an estimated $83.9K.
  • Starwood Property Trust made up 0.13% of Peak Financial Advisors's portfolio in Q3 2026, its #72 holding.
  • Peak Financial Advisors first reported a position in Starwood Property Trust in Q2 2024 and has held it in 10 quarters since.
  • Peak Financial Advisors's Starwood Property Trust position peaked at $480K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Peak Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.