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Retirement Wealth Solutions’s Starwood Property Trust STWD Stock Holding History

Retirement Wealth Solutions’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 		$2.71K Sell
201
-2
-1% -$32 ﹤0.01% 532
2026
Q2 		$3.32K Buy
203
+69
+51% +$1.2K ﹤0.01% 426
2026
Q1 		$2.31K Sell
134
-12
-8% -$215 ﹤0.01% 471
2025
Q4 		$2.63K Sell
146
-46
-24% -$846 ﹤0.01% 414
2025
Q3 		$3.72K Sell
192
-246
-56% -$4.95K ﹤0.01% 358
2025
Q2 		$8.79K Hold
438
– – 0.01% 250
2025
Q1 		$8.66K Hold
438
– – 0.01% 238
2024
Q4 		$8.06K Buy
+438
New +$8.68K 0.01% 248

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Retirement Wealth Solutions's STWD Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Starwood Property Trust (STWD) stake by 0.99% in Q3 2026, selling an estimated $32 and leaving 201 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Retirement Wealth Solutions first reported a position in STWD in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.79K in Q2 2025. 19 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Retirement Wealth Solutions held 201 shares of Starwood Property Trust worth $2.71K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 Starwood Property Trust shares in Q3 2026, an estimated $32.
  • Starwood Property Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #532 holding.
  • Retirement Wealth Solutions first reported a position in Starwood Property Trust in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Starwood Property Trust position peaked at $8.79K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.