Portman Square Capital
STWD icon

Portman Square Capital’s Starwood Property Trust STWD Stock Holding History

Portman Square Capital’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 		– Sell
-81,810
Closed -$1.34M – 104
2026
Q2 		$1.34M Buy
81,810
+15,917
+24% +$277K 0.06% 82
2026
Q1 		$1.13M Buy
+65,893
New +$1.18M 0.04% 89

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OTL
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Independent Financial Group
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Concurrent Investment Advisors
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
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Grange Capital
Grange Capital Beaverton, Oregon $107M AUM 12.73% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Portman Square Capital's STWD Position: Q3 2026 in Review

Portman Square Capital sold out of Starwood Property Trust (STWD) in Q3 2026, closing a stake of 81,810 shares — an estimated $1.34M sold.

Portman Square Capital first reported a position in STWD in Q1 2026 and held it in 2 quarters. The position peaked at $1.34M in Q2 2026. 89 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Portman Square Capital reported no remaining Starwood Property Trust position as of Q3 2026 after selling out during the quarter.
  • Portman Square Capital sold 81,810 Starwood Property Trust shares in Q3 2026, an estimated $1.34M.
  • Portman Square Capital first reported a position in Starwood Property Trust in Q1 2026 and held it in 2 quarters.
  • Portman Square Capital's Starwood Property Trust position peaked at $1.34M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Portman Square Capital's 13F filing for Q3 2026, filed 15 Oct 2026.