Peddock Capital Advisors’s Starwood Property Trust STWD Stock Holding History

Peddock Capital 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	$145K	Sell	10,760 -500	-4%	-$7.99K	0.03%	166
2026 Q2	$184K	Hold	11,260	–	–	0.04%	164
2026 Q1	$194K	Sell	11,260 -1,400	-11%	-$25.1K	0.04%	163
2025 Q4	$228K	Hold	12,660	–	–	0.05%	152
2025 Q3	$245K	Hold	12,660	–	–	0.05%	148
2025 Q2	$254K	Buy	+12,660	New	+$246K	0.06%	142

Other funds holding STWD

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Peddock Capital Advisors's STWD Position: Q3 2026 in Review

Peddock Capital Advisors reduced its Starwood Property Trust (STWD) stake by 4.4% in Q3 2026, selling an estimated $7.99K and leaving 10,760 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #166.

Peddock Capital Advisors first reported a position in STWD in Q2 2025 and has held it in 6 quarters since. The position peaked at $254K in Q2 2025. 98 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

Peddock Capital Advisors held 10,760 shares of Starwood Property Trust worth $145K as of Q3 2026.
Peddock Capital Advisors sold 500 Starwood Property Trust shares in Q3 2026, an estimated $7.99K.
Starwood Property Trust made up 0.03% of Peddock Capital Advisors's portfolio in Q3 2026, its #166 holding.
Peddock Capital Advisors first reported a position in Starwood Property Trust in Q2 2025 and has held it in 6 quarters since.
Peddock Capital Advisors's Starwood Property Trust position peaked at $254K in Q2 2025.
98 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Peddock Capital Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.