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 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

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

OTL

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

AAA

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

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Peak Financial Advisors's STWD Position: Q2 2026 in Review

Peak Financial Advisors increased its Starwood Property Trust (STWD) stake by 6.5% in Q2 2026, buying an estimated $29K and bringing the position to 27,329 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #65.

Peak Financial Advisors first reported a position in STWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $480K in Q2 2025. 73 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Peak Financial Advisors held 27,329 shares of Starwood Property Trust worth $448K as of Q2 2026.
Peak Financial Advisors bought 1,665 Starwood Property Trust shares in Q2 2026, an estimated $29K.
Starwood Property Trust made up 0.19% of Peak Financial Advisors's portfolio in Q2 2026, its #65 holding.
Peak Financial Advisors first reported a position in Starwood Property Trust in Q2 2024 and has held it in 9 quarters since.
Peak Financial Advisors's Starwood Property Trust position peaked at $480K in Q2 2025.
73 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.